Legacy Financial Strategies
(content) Let our team build a financial portfolio that creates a legacy for those you love. We will take the time to listen to your individual needs, goals, and dreams in order to build a plan that you can be proud of. We understand that change is the only constant in the universe. This is true for your life and the life of your financial plan. Circumstances change, the market rises and falls, and some strategies work better than others. Your plan will be adjusted accordingly to these changes. Our team will stay in contact year round with our clients to make sure your financial journey stays on course.
(content) Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by investing in multiple classes, the overall investment returns will be more stable and less susceptible to adverse movements in any one class.
All investments involve some sort of risk, whether it’s market risk, interest risk, inflation risk liquidity risk, tax risk. An individualized asset allocation strategy seeks to mitigate the risks of any one asset class though diversification and balance.