Protea Wealth Management: Investment Planning

With the numerous types of investments available, the choices can be overwhelming (and confusing).

My goal when working with clients, especially those who might be new to investing, is to explain the different types of investments available and the advantages and disadvantages of each, given a client’s unique situation.

Investment planning is a core part of the financial planning process. We must establish your financial goals and objectives, timeline, liquidity needs, and risk tolerance and then match those criteria with an appropriate and diversified portfolio model.