Develop your Financial Investment Strategy at our Rockwall, TX Office or with Secure Virtual Meetings
DESIGNING YOUR INVESTMENT STRATEGY
Determine your risk number
Each person has their own tolerance for the amount of volatility they are willing to assume in return for the potential of gains. This is known as risk. Take a short survey to discover your own personal risk number.
Assess your current portfolio risk
Meet with an advisor to compare your personal risk number with the risk in your portfolio.
Align your portfolio with your risk number
Working with an advisor, develop a strategy that aligns your risk number across your investments.
Create a financial plan that incorporates your investment strategy
Develop a holistic financial strategy that includes all aspects of your finances along with your investment strategy. Take a moment see how you are currently tracking on your goals.
“One Friday afternoon I happened to still be working after our office had closed for the day when I answered a phone call. The person was not a client of ours but was a frustrated investor who had repeatedly failed to get in contact with their advisor; Kirby and I were able to listen and help give them guidance. The ability to help and serve people – clients or not, is what I love most about my profession!”
Components of Financial Investments
The world of investing can be a confusing one filled with terms that are unfamiliar to a new investor. We’ve tried to explain the terms in a way that makes them easier to understand. Please reach out to us if you have any questions about this article.
WHAT WE OFFER
Retirement involves many financial changes. Let us help you analyze investment and risk changes, pension/employer sponsored retirement plan benefits, social security benefits, healthcare/Medicare options, and future income needs.
Anticipating possible family needs will help you be prepared when life hands you a surprise. Whether it be buying a home or educating children we can help you plan for your family’s budget. Additional planning may be needed in situations involving the care or support of aging parents or special needs children.
The things that are worth planning for are worth protecting. Together we can review strategies to mitigate the impact an unexpected death or long-term illness can have on a family.
Tax and Debt Management
We will work with your tax professional to implement a tax efficient strategy in your portfolio. Debt keeps people from doing things they know they should do. Let us help you get a handle on your debt so that you can focus on the more important aspects of your plan.
Planning estate details is an unpleasant thought but a necessary step. Together we can create a plan that aligns with your wishes, including how your accounts are registered and the beneficiaries who are named.
Steps of Financial Planning
Discovery Meeting with a Prospective Client
Invest an hour of your time to determine if we are a fit for each other.