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Investment Planning

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When your constructing your financial plan the investments have to be the last part of the plan.  You need to understand how your accounts will be distributed during retirement long before you can consider investing.  We believe individuals have been conditioned by investment companies and investment professionals to think the investments are the plan.  Investments are not the plan.  They are a piece of the plan; a small piece of the plan.  The financial industry has become commoditized and you can get most investment products through practically any investment company and/or investment person.

We believe most people take more risk than they realize.  Think about how much your accounts fell in the financial crisis of 2008.  If you would have realized that your accounts could have fallen that much, would you have take that much risk?

Do you describe your investments as Conservative, Moderate, or Aggressive? These mean different things to different people.  What do they mean to you?  What do they mean to your financial Advisor?  Do they line up?

Do you know the real risk that you are taking with your investments?  Do you know how much your accounts could fall if the market drops?  We think you should.

 

LWA The Components of a Quality Financial Plan

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LWA Understanding Your Retirement Reality

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LWA 401k Survival Guide

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Contact Us


We would love the opportunity to become your trusted advisor.

Get to know us

Phone: (314) 641-1010

Email: kevin@whenretirementhappens.com

14500 S. Outer 40, Ste. 200, Town and Country, Missouri 63017

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Securities offered through First Allied Securities, Inc., member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc., a registered investment advisor.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein.  We suggest that you consult with your financial or tax advisor with regard to your individual situation.

This site has been published in the United States for residents of the United States.  Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration

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