Investment Planning

Creating and growing the resources needed to reach your financial and lifestyle goals starts with a well-crafted investment strategy. A qualified CPA financial planner's professional insight provides the foundation on which you can build a sound investment plan, including:

• Evaluating your assets, liabilities and cash flow, and determining how you can best meet your current financial needs
   
• Explaining the advantages and disadvantages of the full range of investment options, from annuities, Treasury bills and insured certificates of deposit to life insurance, stocks, bonds and mutual funds
   
• Developing a plan that meets your short- and long-term financial goals, is consistent with your risk tolerance and has the potential to generate optimum returns during the time you have to invest
   
• Providing strategies for managing a sudden financial setback or windfall, including the best ways to use, manage and protect your resources