Investment Planning

THERE IS NO WRONG PLACE TO INVEST! (Unless it is outside of YOUR comfort zones)

-Should I be investing in the stock market?

Can you handle 10% or greater fluctuations within your portfolio valuations at any given moment?

-Iíve been told that I should have at least 40% of my portfolio in bonds or other income producing assets at all times.

Was this stated percentage established by a risk/reward or income needs analysis?

-Other than the famous standbys (IRAs, 401ks, 403bs, etc.), are there any other investment tools that could substantially reduce my tax burden in a given year?

There are direct participation investment programs that, if you meet all of the requirements, can help to substantially reduce your tax bill in a given year.

You have heard for too long that you should invest in a certain way because of your age, sex, a combination of the two, or some other landmark life issue. While it is certainly important that we acknowledge timelines and landmarks in our lives; the market does not know or acknowledge any of these. It only knows risk and reward.

IT IS IMPORTANT TO HAVE SOMEONE WHO IS PROPERLY LICENSED TO HELP YOU ACHIEVE YOUR GOALS AND OBJECTIVES

A coach can help you perform a comprehensive risk/reward analysis to determine what your risk tolerance levels are and what reasonable reward expectations you should accordingly have. Your coach can help you align your portfolio, in light of the results of the analysis, to help you achieve your personal goals and objectives. They can also help you discover if there are any applicable tax rules that can help you achieve your goals while saving you money.

  • They help you design a personalized plan that will work for you and your family
  • They will check to see if there are any tax codes which can be utilized to save you money
  • They work for YOU!

INVESTMENT PLANNING IS AN IMPORTANT PART OF YOUR SUCCESSFUL FINANCIAL FUTURE!

-People spend more time planning their vacations then they do planning for their successful financial future.

Talk to a knowledgeable coach
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