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