Investment management guided by your retirement plan.
Investment management is the core of our work. Planning helps us connect the investments to your expected spending, retirement timing and other financial priorities.
The plan helps shape the portfolio.
We use forecasting software to help evaluate the relationship between assets and expected spending. Someone with substantial savings and modest spending needs may face different investment decisions from someone relying more heavily on future growth.
We use the forecast to discuss how much market risk may fit your plan.
Investment decisions we discuss.
We discuss these investment decisions as part of your financial plan.
- How a current 401(k) is invested
- Cash held at the bank
- Roth versus pre-tax contributions
- Whether to consider a Roth conversion
Questions clients ask.
Is investment management your main service?
Yes. Investment management is our core service, and planning supports those investment decisions.
Can I discuss my current 401(k) investments?
Yes. Reviewing how a 401(k) is invested is one of the questions clients bring to us.
Discuss your investments or retirement plans.
Contact Brad or Fran to arrange a conversation.
Get in touch