Capital Investment
How well you invest will dictate the resources you have available to meet your objectives and goals. This is why it is imperative that our advisors know your goals as we craft your plan because these will influence how we invest your portfolio. It is through our investment analysis process that we will determine if your existing portfolio is inefficient or suitable for you. In analyzing your investments, we review all of your accounts to summarize your allocation between equities (stocks), fixed-income (bonds) and cash.
These include your personal and work retirement accounts, taxable investment accounts and cash reserves in savings and CDs. Next, we review your specific investments to verify the quality of the investments as well as how much risk is associated with the underlying investments. Ultimately, our investment decisions and recommendations will help build you a portfolio that:
- Generates enough income you can live off of in retirement
- Offers growth potential so that it appreciates
- Reduces security risks through diversification
- Allows you to sleep at night
Our investment planning process makes it possible to choose the most suitable investments for you. Unlike many of our competitors, we do not offer a cookie-cutter investment proposal with our financial plans, but rather a customized portfolio that is designed to meet your specific goals and objectives.
The only certainty in the financial markets is that they are uncertain. For most investors, this causes confusion, intimidation, and frustration when it comes to investing for the future. Our job at Advance Financial Services Group (A.F.S.G) is to alleviate this concern and bring clarity, confidence, and purpose when it comes to your portfolio. Over the years we have found our global perspective helps both in the short and the long-term as you reach your goals and plan your legacy. We share a similar investment philosophy. This investment principle combines an array of alternative investments with traditional investments, such as equities and fixed income. This approach offers opportunities for account preservation, income, and growth. We have implemented this approach through our collaboration with our esteemed partners as our custodians. Their comprehensive platforms combined with our investment knowledge offers our clients 24/7 access to their investment portfolios as well as an investment infrastructure to think outside the box to continue to meet your unique investment needs.