Whether you’re still working toward building your nest egg or are looking to preserve it and leave a lasting legacy, how to invest is one of the biggest decisions you’ll make for you and your family. The goal of a financial advisor is to guide clients through the maze of investing and help them to reach their goals at any phase of life.
You’ll hear a lot from us about how there’s often too much emphasis placed on financial planning. Yes, a financial plan is important, but you shouldn’t have to pay for it forever…just as you wouldn’t pay your accountant a percentage of your assets to file your taxes.
The most important part of your financial plan is the determination of the appropriate risk you should take in order to reach your goals. Once we have that information, implementation is key. Having a financial plan without investing is like mapping out a road trip and never starting the car.