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Investment Management

Long-term growth comes from a consistent and steady investment philosophy.

We look for time-tested, diversified investment strategies that balance long-term, upside potential with downside protection.

For more than 40 years we have served our clients by adhering to this philosophy, even during a decade of unmatched financial market volatility. Financial Planning Resources carefully considers your risk tolerance and investment goals, so you are comfortable with your investments.

Bonds, Mutual Funds, & ETF’s

Whether you invest in mutual funds or stocks depends on three factors:

First, you must decide how much risk you can tolerate versus how much return you want or need. If you want a higher return, then you must accept a higher risk.

It also depends on how much time you have to research your investments, or whether you pay someone to do the heavy lifting.

The third factor is what type of fees and expenses you are willing to endure. If you plan to buy and hold, you don't want annual fees. You also will need to consider the various tax implications.

Managed Accounts

A managed account is an investment account owned by a single investor and overseen by a professional money manager hired by that investor. (A six-figure amount is often required as a minimum investment in order to manage accounts and be compensated.)

Structured Products

Structured Products are an investment vehicle built by a large bank. They are backed by the strength of the bank and sometimes come with FDIC insurance. These vehicles are used for enhanced growth, greater income, protection, or a combination of the factors.

Alternative Investments

These are financial assets that do not fall into one of the conventional investment categories. Conventional categories include stocks, bonds, and cash. Most alternative investment assets are held by institutional investors or accredited, high-net-worth individuals because of their complex nature, lack of regulation, and degree of risk.

Alternative investments include: private equity or venture capital, managed futures, art and antiques, commodities, and derivatives contracts. (Real estate can also often be classified as an alternative investment.)

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.
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Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

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