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Investment Planning

Investment planning is personal. It is about you, your family, your business, your goals, your risk tolerance and your timeframe. There is no one-size-fits-all approach. We take the time to understand your comfort level with investing, your previous investment experiences and your expectations for return on investment. We understand that for most business owners there is no greater return than investing in your own business, however, we also understand the need to diversify your net worth.

We will complete a detailed review and analysis of all the accounts that make up your current portfolio and formulate an individualized plan, unique to you. Investing can be emotion driven, but when emotions are highest, decision-making can be impacted. We will conduct educational meetings to help you make the informed decisions. We will also continue to monitor the performance of your plan and make adjustments as needed.

<p>What&#8217;s Your Investment IQ?</p>

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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<p>Bursting the Bubble</p>

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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<p>Impact of Taxes and Inflation</p>

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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