Our missions is to assist caregivers to understand what it means to invest and to open up investment windows.
What is investment planning?
It is a look at rates of return, stability of principal, market risk, interest rate risk, inflation and the present and future values of dollars and lost dollars.
What is the Professional advisor perspective?
Highlight lump sum and annual dollars designated for investments, the goal, need, time frame and compounding factors.
Vision: Paint a picture of the phases of financial independence; accumulation, preservation and distribution of assets based upon your risk tolerance and compounding factors.
Goal: To motivate the caregiver to take action to achieve the quality of life you desire based upon sound financial planning and investment principles.
Strategy: Gain commitment and priority of the goals, and confirm dollar amounts and risk in reaching your goals.
Supplemental Value-Add Activities