More than 30 Years in
Business in San Diego
KOGO News Radio 600

Investment Planning

Everyone is looking for the ‘Perfect Investment”. If a perfect investment was found, surely it would combine an unbeatable stream of income with outstanding long-term growth and safety. Right? Unfortunately, this is not how the financial world operates. No one investment has it all. The “packaged investment” that offers high income, rapid growth, tax advantages and safety…Sorry,  It does Not exist.

If you hear otherwise…if it “sounds to be good to be true?” …well you know the rest.

Many investments offer a variety of benefits and risks. The answer to the best investment portfolio for you is determined in your Personal Investor Profile Questionnaire.

The result of how you answer the detailed questions will help match the proper asset allocation, i.e., matching your goals and objectives, risk tolerance and time horizon. In our planning with you, we will discuss the rules for successful investing, evaluating risk, proper diversification, investment options, stocks, bonds, mutual funds, real estate,  investment goals, investment strategies, asset allocation, determining portfolio performance, investment history, dollar cost averaging and, college funding investment planning.

Ok…Now what is the next step?

Would you like to review the Questionnaire?

Send us your request at Find An Advisor link. You complete it – send it back – we review it – and will help you match the investment mix (asset allocation is formal term for you.

BTW:  After all, only YOU can properly plan your financial future. Just let us know if we can help and be your financial coach.