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Investment Planning

Where To Begin: Assessing Investments' Previous Returns 

Prior to any guidance, we like to take a close look at current individual investment accounts to assess their previous performance compared to the associated costs of ownership for each investment. Based on the results, we can re-allocate the funds or keep them in place. This is a part of our 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?

Either getting started or with full portfolio, you may be able to reduce your stress in investment decisions with on-going guidance from a Financial Advisor.

With investing you have options, which may potentially include...


Tax Savings


Preserve Capital

Investing with a devised strategy aims to reduce the stress of investing alone

If investing is your single goal or only just a part of your overall financial plan, there are thousands of funds to select from. With an Advisor, we walk you through investing in an easy-to-digest way where you can gain understanding of financial markets. This can make you feel more confident in personally selecting your options. You decide, we 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.

After your Intro Session

It's up to you to see if we're a match. From there, we will then move into getting a full picture of your finances to customize a well-researched plan that can guide you in forward balancing your hierarchy of goals. No plans are ever duplicated. Our plans are meant to adjust with your lifestyle. That's why we believe in on-going guidance and help when it comes to your investment planning.

Take a Look At Our Current Investment Advisor Representatives & Financial Professionals

Granville - Office

Cleveland | Akron Office

If you have any questions on your specific situation or about our investment products we offer, send us a message.

Thank you!

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Use this ebook to stay focused on your investment goals during challenging times.

“The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go.”

–Benjamin Graham