We assist you with answering the following questions:
- What rate of return do you need to meet your goals?
- Are your current investments achieving that return?
- Do you need to take risk with your investments?
- Do you want a higher return? How do you get a higher return while minimizing the risk?
- What asset allocation should you have?
- What investments should you use to implement that asset mix?
Next Steps
We follow our general process and the Investment Planning component generally can be accomplished in 3 – 5 hours.
