The placing of funds into the proper investment vehicles based on the investor’s future goals, time horizon, and priorities. Ideally, sound investment planning will allow the investor’s funds to produce financial rewards over time. Investment planning can help you generate income and capital gains, enhance your future wealth, strengthen your investment portfolio, and save on taxes.
Investment Planning & Advisory Services

A Personalized Investment Strategy

Goals
Risk
Time
Investments

The above bar graph illustrates the following:

  1. What are your goals?
  2. What level of risk are you willing to accept to achieve those goals?
  3. What is your time horizon (you may have more than one), considering your level of risk and goals?
  4. What investments make sense for your time horizon and level of risk, to achieve your short- and long-term goals?

Your Personalized Investment Adviser

Your customized plan automatically reflects market changes and is ready to adjust to the shifts in your life. Our approach is based on research to provide a tailored experience. A comprehensive financial plan can help forecast lifelong cash flow needs, illustrating all the money you will receive and spend in your lifetime. Illustrations use prudent assumptions to protect against inflation and uses realistic returns.

Process

The investment planning process includes:

  • Assessing your current situation
  • Establishing your investment objectives / risk tolerance
  • Determine asset allocation
  • Selecting your investments
  • Continual monitoring and rebalancing your portfolio.

Plans

We offer our clients objective investment and risk management advice. This client-centered approach to investment planning can help you assemble a diversified portfolio* including insurance* and risk management strategies, designed to help meet your unique needs.

  • Insurance
  • Asset Management
  • Stocks, bonds, ETFs, and more.
*There is no assurance that a diversified portfolio will produce better returns than an undiversified portfolio, nor does diversification assure against market loss. Past performance is not indicative of future results. Annuities may or may not be part of a financial plan.

More Information

Association Financial, LLC, and Association Financial Services, LLC, can provide you with a wide range of advisory services (whether fixed or variable investments), including:

  • Annuity selection (fixed or fixed-indexed)
  • Assistance in deciding when to buy and sell your investments
  • Review of insurance and investment portfolios, as well as transferring assets or qualified plan rollovers
  • Individual bond, commodity, equities (stocks), ESG stocks, Exchange Traded Product (ETP), investment trust, and REIT selection
  • Strategic asset allocation strategies including re-balancing
  • Attorney and CPA services
  • and much more.

Contact us here for more information.

Investing in securities involves risk of loss that clients should be prepared to bear.