Investment
Planning
Most investors ask us
"How can I obtain better rates of return on
my investments, keep my money safe and liquid,
and avoid paying taxes on my gains?" Before
we can answer these questions and discuss the
tradeoffs associated with each, we must first
better understand your needs and objectives. We
will begin by asking questions such as:
What are your financial goals?
Are you trying to save for your
child’s education, to purchase a
home, provide for your retirement,
minimize your taxes or maximize your
estate?
What is your overall financial
situation? Have you begun a savings or
investing strategy? Have you determined
the amount you have available to invest
now and in the future?
What prior investment experience
do you have, and what are your risk
tolerances?
Do you need current income from
the investments or are you comfortable
letting the funds grow until they are
needed?
When do you expect to need the
funds?
What is your current and
anticipated future tax burden?
Only after we have answered
these and other questions can we recommend the
best strategy to help you build your personal
investment plan. As part of this plan, we will
develop an approach to allocate your resources
among a variety of appropriate investments which
may include stocks, bonds, treasury notes or
mutual funds. This properly diversified
investment strategy will be tailored around your
specific goals, and is necessary to help you
grow, preserve and protect your assets from
economic uncertainty.
For more information about
Investment Planning please visit these other
helpful websites:
Yahoo
Quotes - Stock Quotes and market information at
Yahoo
Financial
Web - A resource for investing information
At
certain places on this Progressive Financial
Planning Services Inc. (hereby known as
Progressive FPS) Internet site, live 'links' to
other Internet addresses can be accessed. Such
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guarantee or assume responsibility for the
accuracy completeness, efficacy, timeliness, or
correct sequencing of information located at such
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such addresses is voluntary, and reliance on it
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review of its accuracy, completeness, efficacy,
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commercial product, process, or service by trade
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otherwise does not constitute or imply
endorsement, recommendation, or favoring by
Progressive FPS.
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