A Focus on Financial Planning That Goes Beyond Investments.
It's easy for investors - and even advisors - to lose sight of the big picture when developing a financial plan, as far too much emphasis is placed on investments and the markets as the determinant factors.
The manifests itself in an all-too-common investor belief that market performance will dictate whether or when goals are reached. Consequently, investors often experience an emotional roller coaster because they feel as if reaching their goals is completely out of their control.
To our way of thinking, investments are an important tool, but only one piece of the larger while of comprehensive financial planning. We adhere to the principal that a proper financial plan should consist of six important pillars. In addition to investment planning, these include retirement planning, protection planning, education planning, tax planning and estate planning.
In addition, it is our firm belief that financial planning must start with an objective and realistic assessment of your goals, objectives, wants and needs. Once they are clearly defined, we can then develop a road map for your future.
