Investment Plan

Your financial plan also includes an investment plan. We assess your current investment portfolio, including expected return and risk, and any unusual risks. These may include concentrated stock or bond holdings, relationships between your investments and your employment, and concentrated holdings of real estate. We provide a set of alternative asset allocations, and provide the risk and return implications for your financial goals. This helps you to select the allocation that you prefer. Finally, we recommend specific mutual funds to put that allocation into action.