Investment Planning

  • Establish investment goals and objectives (e.g., education funding, early retirement, etc.)
  • Review appropriate asset allocation
  • Review cash-flow position
  • Prepare net-worth and asset-allocation reports
  • Prepare long-term wealth analysis and monitor wealth accumulation
  • Coordinate personal portfolio with company benefits and stock holdings
  • Assist in specific selection and monitoring of asset manager
  • Assist outside advisors and money managers with income-tax planning in the accounts
  • Review investment-account performance versus benchmarks
  • Review and recommend investment opportunities in mutual funds, ETFs and managers
  • Review unique investment opportunities
  • Establish (or work within) banking relationships (mortgages, loans, trust services, etc.)