1360 Lake Orange Road
Personalized Financial Services are often called "goals-based investing" and research has shown that it improves outcomes by encouraging optimal behavior and more precise wealth management.
As an Independent Financial Planner and Wealth Advisor my first step will always be to start with a Plan. If you are older with more and complex investments, this may be a formal, written Plan. If you are young and just getting started, perhaps an identification of general goals, risk level, type of account and investment types may suffice.
If you are planning for retirement, I will advise you on how much to save, what types of accounts to invest in and an optimal risk level based upon when you want to retire.
If you are saving to buy a home, I will create a slightly more conservative portfolio,given that this is a short- to medium-term goal.
If you are expecting a child, I will show you how to invest for you child's future.
If you change jobs, I will help you roll over and consolidate your retirement accounts, when appropriate.
If you receive and inheritance, I will advise you on how to best invest it, both for your benefit, and that of your beneficiaries.
If you are a small business owner, I will show you how to attract and retain valuable employees, reduce your tax liability, mitigate your business risks and illustrate how to enhance the value of your business and you prepare for its sale.
One of the tools I utilize in the planning process is eMoney's emX. To see a brief video describing this tool, click here.