What is an investment plan?
An investment plan is a plan that lays out the proper investment vehicles for a client's funds based on future goals, time horizon, and priorities. It also considers the safety of the investments, their liquidity, and their level of return. Over time, an investment plan will ideally allow the investor's funds to produce financial rewards.
Why do I need an investment plan?
People who try to invest on their own typically do not do as well as someone who seeks the help of a professional. Our investment plans utilize the help of innovative software that lays out the various outcomes given various investments and timing. By utilizing this software, we can realistically test various investment plans for our clients.