Investment Planning
We can’t tell you how to invest your money until we know what you are trying to accomplish with your life. Whether you’re just getting started with investment planning, or rethinking your current investments, we build a personalized strategy that reflects your goals, risk tolerance, and timeline.
Let’s create an investment plan that works for where you are today and where you want to be tomorrow.
Start Your Path!Managing a personalized and suitable investment portfolio over the long term can bring a sense of security to the financial path ahead. Let us simplify the complicated world of investing and make it relevant to your life.
You Tell Us Where You’re Going; We Help You Get There
No two investors are alike. That’s why we don’t start with your portfolio—we start with a conversation. Your career, family needs, retirement vision, and values shape how we craft your investment plan. From personalized asset allocation based on risk tolerance to long-term portfolio management, we help you build a plan that’s uniquely yours.
We’re With You Every Step of the Way
Our comprehensive investment planning process includes:
These services are tailored to support investment planning for your goals!
Many Pathfinder clients have opportunities, provided by their employers, that add substantial benefit to their long-term financial success. The following are some of the options that may be available and should be analyzed and integrated into your investment portfolio. Examples of executive compensation options may include:
These options often require different expertise than typical stock and bond portfolio implementation; there are often more complicated regulations, cash flow impacts, and tax ramifications. A comprehensive approach is needed to integrate these opportunities into your full financial life. Let us guide you through the complexity, so you can take advantage of the benefits.
As your priorities evolve, we adjust your investment plan to keep it aligned. Whether you’re changing jobs, selling a business, or entering retirement, we update your strategy to stay ahead of life’s transitions. Our proactive portfolio management approach is built for real life—not market guesswork.
With over 3500 individual stocks and over 7600 mutual funds to choose from in the US alone, investment selection can be daunting. With so many great investments to choose from (and many others that may not be so great), choosing investments should be intentional.
We know some clients like individual securities, such as stocks and bonds, while others prefer pooled investments, such as mutual funds and ETFs. Some clients prefer active strategies that attempt to beat the index over the long term, while others prefer passive strategies that offer low-cost access to broad-based market returns. We are here to build a portfolio that matches your investment profile and your financial plan.
Together, we’ll go through a comprehensive process for managing your financial life and creating a long-term plan customized for you. Please complete the form below, or call us directly at 910-793-0616.
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