Investments
What does investing look like to you? You are in fact giving your money to someone else with the assumption that they provide you with more in the future. There is a risk-reward trade-off. There are some important questions to ask yourself first.
Start with the end in mind. What is your end goal? Retirement? Education for your children or grandchildren? Leaving a legacy? Determining the end result is important before you choose your investment vehicle.
What are the fees associated with the investment? What benefits am I getting for the fees?
How much can I afford to risk? Can I afford to lose? What is my risk profile?
Do I need a tax strategy? How much am I paying in taxes and how can I save taxes?
Investments are an important factor in creating long-term financial stability. I work with clients from all walks of life, to help them determine the investment that makes the most sense. There is no such thing as a “one size fits all”. Like all my first meetings we will discuss in detail the different options and what best suits you.