Investment Management

investment managementWhat is your main purpose for investing? If you have already retired or plan to retire soon, you might be wondering how your investments can safely provide income for the rest of your life. Our investment management team can help you explore options for consistent passive income from the proceeds of the sale of your business, your retirement plans, or any other assets from which you would like to derive income. We can also help to ensure that you’re not taking any more risk than necessary to accomplish your goals.

If your retirement is well into the future, you’re probably more concerned about maximizing your growth between now and retirement. You may have heard that you can never achieve high returns if you’re not willing to take any risk. On the other hand, if you take too much risk, you could lose it all. How can you find the proper balance and be confident that your investment strategy will pay off in the long-run? Most people are their own worst enemy when it comes to investing. All too often they buy or sell stocks, bonds, mutual funds, gold, real estate—you name it—based on exaggerated claims they heard on the news, in an advertisement, or from a friend, in hopes of landing a quick gain or avoiding a big loss.

The truth is that no one really knows what will be the next hot stock or when the market will crash again. If they did know, why would they tell you instead of just maximizing profits for themselves? If investing were that easy, we would all be billionaires. Investors who follow this type of hype from the “experts” tend to lose a lot of money in the long run. Markets are random and unpredictable in the short run, but in the long run returns tend to be excellent for those who have realistic expectations and know how to harness its power without getting burned. In order to be a successful investor, you don’t have to know everything, but you do have to know the right things, and you need a trusted coach to guide you through both the good times and the bad times. You must understand where market returns come from and which types of risk are worth taking. You must have realistic expectations about how your investments could behave over a short period under a variety of economic conditions. You must also know how much risk you are willing to take to meet your goals. Then you must build a well-diversified mix of investments to match your risk tolerance, and stick with your strategy through thick and thin without worrying about what other people are doing. Only then can you be confident that your investments are performing at their very best.

No matter what your objectives are, we can give you the education, tools, and ongoing coaching you need to be a confident, successful investor throughout all stages of your life.

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Get answers to your investing and retirement planning questions in a complimentary meeting or phone interview with one of our advisors.

retirement planning

Retirement Planning

Whether retirement is decades away or just around the corner, we can help you build the income you need for the lifestyle you want.

insurance planning

Insurance Planning

Are you fully prepared for the unexpected? We can provide a comprehensive review of your insurance portfolio.