Our Services
Personal Financial Planning
Personal financial planning benefits everyone; Families, couples or individuals. You don't have to be wealthy to start building a successful financial future. We most commonly provide advice on:
• Retirement income or growth planning
• Investments
• Spending and savings plans
• Tax planning strategies
• College funding
• Managing risk
• Estate planning
More information on our investment and planning process is on the FAQ page.
If you need a complete financial plan, we follow a 7 Step Process to assure we cover all your concerns.
If you have an immediate concern or want to do a quick review of your investment portfolio, we offer a Financial Reality Check. Two hours of consultation on your choice of topics.
For advice on a specific topic or question, we can provide advice on an hourly basis. Get the advice you need, when you need it!
It's about your financial future. Contact us today to get started!
Business and Group Savings Plans & Financial Education
A New Approach Financial Planning provides financial education programs for employees and groups. Numerous studies have shown that financially literate employees make better decisions and are more productive employees. We also help small businesses set up low cost employee savings programs.
Financial education and savings programs can help your company or group by:
• Attracting and retaining better qualified workers
• Improving employee productivity
• Improving employee satisfaction
• Reducing recruiting, health care and training expenses
• Improving benefits for owners
If you already have a savings plan, I can customize a educational program to make it more effective at very little cost to the company.
Contact us today to find out how we can help your company!
Portfolio allocation from 30K feet - Bradenton Herald 11/15/11
It is no secret, having a well diversified investment portfolio can reduce the market rollercoaster effect. Without it, you are subject to the swings of a few investments. Investments that react similarly to economic and market conditions can be grouped into class buckets. To have a diversified portfolio you must choose complimentary classes. That is they do not react the same under similar conditions. The choice of asset classes and relative size of the buckets has been found to be the best predictor of overall portfolio performance. Getting the class and industry choices correct is about getting the strategy right. It is important to choose the right investment in each but, if you don't get the strategy right, it won't matter. |