Investment Planning
We believe every day, you’re likely engaging in small, subconscious acts of investment planning. Whether you’re paying bills, purchasing a new vehicle, or simply deciding between whether or not you need that ice cream from the grocery store, every financial decision you make can impact your investment planning.
It’s been said that you reap what you sow. And when it comes to enjoying your investments, we feel truer words have never been spoken. Even if you don’t have thousands of dollars to invest, simply taking the time to choose where to park your money can be rewarding.
Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth, to help you work towards reaching your financial goals.
Our Investment Planning Process
Create a point-in-time snapshot: We analyze where you are in terms of your current portfolio as well as your future goals.
Develop an investment strategy: From your snapshot, we’ll draw up personalized investment strategies that will help you work towards reaching your financial objectives, coming from our carefully crafted Plus Group Investment Models. We believe this may be accomplished by building upon your existing portfolio or proposing a set of tax-efficient investments that are aligned with your personal financial goals.
Implement your plan: Our dynamic approach to investment planning evolves with your changing circumstances. We’ll guide and advise you on investment plan transitions as you go through life and lifestyle changes.
Consult and counsel: Ours is an ongoing partnership. Throughout our relationship with you, we’ll review your investments, keep you informed, and communicate regularly with you about proposed changes and potential risks or opportunities for your investments.
Call our office to book a meeting with one of our professionals to learn more about our investment planning strategies.
