Investment Planning
We work with our clients on an individual basis to learn how much risk you are willing to take in your investments, how long you plan to invest your money, and what you want to do with your money. We then design a portfolio to try to minimize the impact of fluctuations in the stock market, while attempting to ensure that your financial goals are met.
As your trusted advisor, you can count on us to do the following while we work with you in drafting and implementing your investment plan:
- Help you look at your total portfolio (including your 401k and other investments, not just your investments with AIM) so you can see the whole picture
- Analyze cash needs and help you gain access when needed
- Hold regular meetings with you to ensure you understand your investments
- Collaborate with any other professional you may work with
