Investments*

Your investments are the vehicle that gets you where you are going on your journey.  In order to get to your destination, you need to put gas in the car (or in my case, the pickup) and maintain the vehicle with regular check-ups as you continue on your journey.   Your investments are the same; they grow as you add and maintain your plan.

At The Planning Group, we have many options and models of investments that will help you get where you want to be in your future.  But first, we need to understand what you understand, and define the amount of risk you are willing to take for the opportunity to have the gains you desire.  

After defining your asset allocation by understanding your risk tolerance and the amount of time you have before you need your income, we start the process of advising and managing your investments using a fiduciary standard.   We help you determine the amount of service you desire based on the types of investing and the amount of investment education you want.  We have 3 defined levels and customized options for you to choose from as we continue the ongoing management of your future; your investments.