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Investment Management Services

The world of investing can be confusing, but if you want your money to work its hardest for you, it’s wise to seek the advice of professionals. Our investment managers are educated and experienced and can help ensure that you set and meet your long-term financial goals. Our ultimate goal is to grow your portfolio and create a nest egg that will allow you to live your retirement years the way you’ve always dreamed you would. Thank you for placing your trust in us.


Setting Goals Is the First Step

Every journey starts with a first step. Whether you are just starting out, or already have a diverse portfolio in place, our job is to help you set and meet your long-term financial goals.

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Organization Is Essential

The key to making our customers feel comfortable and secure with their investment choices is organization.

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The Investment Knowledge You Need

Our investment managers do their homework. They stay on top of the marketplace, conduct research and know the current trends, so they can guide your decisions and your investments with a knowledgeable hand.

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Experience Matters

Investment managers must have expertise in many financial areas in order to help a wide variety of clients at varying stages of their lives and in many different circumstances.

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Nationwide Investment Management

Top Cities Where We Can Provide Investment Management Advice

Setting Goals Is the First Step of Investment Management

Every journey starts with a first step. Whether you are just starting out, or already have a diverse portfolio in place, our job is to help you set and meet your long-term financial goals. Those goals may change along the way, but having someone keeping an eye on your investments will ensure that you make informed, timely decisions about your money so that it continues to grow. Our investment managers are educated investment professionals who will oversee your investments and help you make the best decisions in a sometimes volatile financial environment.

Organization Is Essential

The key to making our customers feel comfortable and secure with their investment choices is organization. Knowing where your investments are and being able to check on them whenever you want provides security and control. We accomplish this in three basic steps – planning, execution, and monitoring.

Planning – In the planning step, your investment advisor analyzes your current financial status and helps you set reasonable, achievable financial goals. He or she looks at current market conditions, your timeline, and your goals and helps you identify your investment objectives.

Execution – In the execution step, your investment manager sets up your portfolio, making sure it is diversified according to your wishes in the planning step.

Monitoring – In the monitoring step, your investment manager watches your investments to help guide future decisions. They are monitored and evaluated in accordance with your goals. If changes need to be made, your advisor will know how your investments are performing and will be able to lead you in the right direction.

If you are in need of an investment manager now or in the near future, contact The Retirement Planning Group today to schedule an appointment with one of our professionals.

The Investment Knowledge You Need

Our investment managers do their homework. They stay on top of the marketplace, conduct research and know the current trends, so they can guide your decisions and your investments with a knowledgeable hand. This knowledge and experience help them choose smart investments while avoiding weak ones. It also allows them to answer a wide variety of questions clearly and competently to help you make informed choices.

Our approach to investment management is comprehensive and personal. We look at all the aspects of your life to create a plan that is custom-designed for you. It takes into consideration all aspects of your financial life including portfolio management, education, income taxes, asset protection, estate planning, and charitable planning. You get a plan that fits you and your lifestyle.

Experience Matters

Investment managers must have expertise in many financial areas in order to help a wide variety of clients at varying stages of their lives and in many different circumstances. Our investment advisors are experts at tax planning, asset allocation, risk management, retirement planning, and estate planning:

Tax planning can have significant effects on investing. Knowing the ins and outs of the tax laws will affect the future value of a portfolio and can have a major impact on your standard of living now and in the future.

Asset allocation is the diversification of a portfolio among various types of investment categories (stocks, bonds, mutual funds, land, interest-bearing accounts, real estate, etc.) – anything an investor believes will produce income or become worth more

Risk management is when an investment manager analyzes the potential for losses in an investment and then decides to invest or not based on the investment objectives and risk tolerance of the client.

Retirement planning is the lifelong process of saving and investing with the goal of financial independence in the later years of life.

Estate planning is preparing for the transfer of your estate (wealth and personal belongings) after your death. It ensures your assets end up where you want them, without the interference of the IRS or others.

Our investment managers make investment recommendations, provide objective advice, and help you weigh possible financial consequences of any investment decisions you make. They help hundreds of people make educated decisions about their money and investments to provide peace of mind, financial security for themselves and their families, and happiness and fulfillment in their retirement years.

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Retirement Income Planning

Focusing on investments, pensions, social security, tax and estate planning.

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Investment Advisory

From active portfolios to mutual funds, ira’s 401k’s and more.

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Income Tax Preparation

Come tax season, these advisors are your best friend, navigating the tax code with ease for the best return.

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Financial Planning

Your long-term partner, helping you through every stage of your finances from the moment you meet all the way through your retirement.

ou can speak with a investment manager today by calling 888-988-6621.
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