Intermediate Investor Resources and Services:
The beginning investor section is about laying the groundwork for your long-term financial plan and when moving on to the intermediate investor stages of the planning process, you can really start to bring more sophistication into the mix. Different investment strategies, more complex estate planning tools and further defining what kind of investor you want to be are some of the things that we discuss with the intermediate investor.
What types of investments do you want in your portfolio? Are you going to be content with individual stocks or are you more suited for exchange traded funds (ETFs) or mutual funds? Is an annuity a tool that can be beneficial to you? Is your portfolio diversified enough? Are you meeting the necessary amount of saving so that you are on track to meet your retirement goals? These are some of the questions that we want to address when it comes to the investment side of the financial plan with an intermediate-level investor. We will also look at different insurance strategies whenever appropriate depending on your goals for the type of legacy that you may want to leave to your heirs.