FAQ

Frequently Asked Questions

1. What are personalized investment services?
   
   We work with a client to understand their needs and develop an investment strategy that encompasses their financial goals and risk tolerance. Our personalize service includes monitoring the strategy on a daily basis and making changes with investments depending on market conditions. We answer our clients' financial questions and concerns. We truly become a trusted member of their financial team.
   
   
2. How much money do I need to have to invest?
   
   We do not have an investment minimum and tailor our fee depending on the investment amount. Most assets like mutual funds do require a minimum amount and our investment strategy considers these factors in creating a plan for a client. One financial strategy is to build a savings reserve of 3 to 6 times monthly expenses. Any money over this amount is targeted for investing.
   
   
3. Am I too young to start investing my money?
   
   No - the earlier anyone starts investing, the more time they have to accumulate funds towards their goal. The longer a person waits to invest, the more money is needed each month to reach the same goal. In general, the sooner someone starts investing, the better.
   
   
4. Can I just do this myself on the Internet?
   
   Yes, you can invest directly with any financial institution over the internet. However, our clients understand the value of having a trusted professional to handle their investment decisions. A way of showing value is comparing an investment portfolio rate of return with an industry standard such as the Wilshire 5000 rate of return during the same period of time. By having a simple method of measuring performance, the amount over or under the benchmark easily shows the worth of any ones investment strategy.

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