Investment Planning

Your financial plan maps out your retirement goals and pulls many various pieces of your financial life together. Your investments are a major piece of that puzzle and the strategy needs to be aligned with your goals. When you align your investments with the objectives laid out in your financial plan it provides guidance to:

• An appropriate asset allocation

• Balances risk and return to make sure you have enough money in conservative investments for short-term goals and enough assets geared for growth to meet longer term needs, all while considering you’re comfort level

• The purpose of each account and how and when it plans to be used

• How to take income from your investments in a managed and monitored way so you don’t deplete your savings

• Rebalancing your account to maintain an appropriate asset allocation over time