Investment Planning
Investment Planning
If investing is your single goal or only just a part of your overall financial plan, there are thousands of funds to select from.
You decide and we can help guide and implement the plan with the goal of getting you to the next milestone. With an opened account, you have 100% accessibility to view your funds and daily performance, as well as a resource to contact for any questions.
Looking to Adjust Your Portfolio?
Before any guidance, we like to take a close look at current individual investment accounts to assess their previous performance, and then compare the costs associated with ownership for each investment.
Based on the results, we can reallocate the funds or keep them in place. This is a part of the fact-finding process we perform prior to any plan being provided.
This is complimentary to new and existing clients. This step is essential for any investor to understand where their money is at and ask the question: is it matched appropriately to your current goals?
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your goals and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of our success.
And through investing in a digestible way where you can gain an understanding of financial markets. This can make you feel more confident in personally selecting your options.
AssetMark is not an affiliate of OneAmerica Securities and is not a OneAmerica company. All numeric examples and any individuals shown are hypothetical and were used for explanatory purposes only. Actual results may vary.