INVESTMENT PLANNING
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(800) 318-7848
With access to one of the nation’s largest networks of financial planners, PlannerConnect is committed to helping you find the right financial planner with our FREE matching service. The financial planners in our network are all licensed to create an objective, comprehensive financial plan and are not salespeople looking to make commissions by selling you products. We match you up with one qualified financial planner at a time based on an analysis of your financial and investment planning needs and goals. If he or she is not the right fit for you, we are committed to connecting you with other financial planners until you feel comfortable. The planners in our network have agreed to provide qualified* PlannerConnect users with a complimentary initial consultation to best understand your situation. As professionals, they act in your best interests and are held to the highest ethical and compliance standards.
- Asset allocation provides the foundation to managing portfolio risk and return
- No single money management firm can be all things to all people; and
- Your financial planner’s most important role is to be your objective advocate
Your financial planner should ask you the right questions to lay a solid foundation for your investment plan. This begins with reviewing your current financial situation in detail to better understand your short- and long-term objectives, such as liquidity requirements, risk tolerance, return objectives and income requirements. Working with you, this information can be used to clearly define your goals and expectations.
Your goal should be to maximize your investment returns within the context of your financial goals, while minimizing the level of risk. To assist in this step of the process, your financial planner may utilize sophisticated modeling tools that illustrate the future implications of different portfolio scenarios related to your financial situation, assets and cash flow needs before arriving at your optimal allocation.
Your investment policy statement (IPS) codifies the conclusions from your portfolio modeling analysis. This comprehensive document sets forth how your financial planner will implement and manage your portfolio and delineates your goals and investment strategy.
You should look for a financial planner who has access to a broad universe of premier institutional money management firms and mutual fund companies through an objective due diligence process. By utilizing a series of statistical screening and in-depth on-site interviews, your planner can ultimately select managers who best fit within the context of your overall investment strategy.
You should look for a financial planner who has access to a broad universe of premier institutional money management firms and mutual fund companies through an objective due diligence process. By utilizing a series of statistical screening and in-depth on-site interviews, your planner can ultimately select managers who best fit within the context of your overall investment strategy.
This is an ongoing process. Your financial planner should regularly assess your evolving needs, investment recommendations and market events. This routine process helps ensure your plan and their resources are working to your best advantage.
There are risks and guidelines associated with investing. Working with a financial planner does not guarantee you the best returns, but many people consider it helpful to receive investment advice from a financial professional.
If you’d like to speak with someone about Investment Planning, take advantage of PlannerConnect's free service by telling us about your situation so we can help you Connect Now with a qualified financial planner.
*A certain level of net worth and investible assets may determine qualification.
This is a FREE service to you.
