Individual construct portfolios to satisfy a variety of needs, crisscrossing the spectrum of short, intermediate and long term investment options in the process. Perhaps money market instruments housed in a financial account may be the choice to fund major purchases, asset allocation mutual funds within a 529 plan to meet educational outlays and growth mutual funds wrapped in a defined contribution plan to secure retirement income.
The portfolio motives are as varied as your needs, but whatever the goals, REAP (through the steps outlined below) will provide you with the appropriately correlated portfolios to achieve your desired objectives.
- State the Goals and Assumptions
- Select the Asset Categories
- Optimize the Category Allocations
- Detail the Rebalancing Formula
- Assist in the Implementation Process
- Specify the Evaluation Techniques
Enjoy the peace of mind that planning affords
Contact me today to schedule your complimentary one hour consultation and obtain answers to any inquiries. You can call my office @ 248-626-4964, or click the button below and fill out a short webform and I’ll get back to you as soon as possible.