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Establishing an Investment Plan is the most critical issue a person or business needs to establish. Without a defined investment plan, a person or business can lose a lifetime of savings within a short period of time. Furthermore your financial goals may never be achieved.

A proper Investment Plan should answer the following basic questions:

  1. What is my objective for this money?
  2. What is my risk tolerance?
  3. Is my plan diversified according to my Risk Tolerance and my Objective for this money?
  4. How am I tracking the results within my Investment Plan?
  5. How are my investment results compared to the financial industry?

Typical products used within an Investment Plan include:

  • 401K Plans
  • 401K Rollover Plans
  • Individual Retirement Accounts (IRA)
  • Annuities
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance

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