An investment plan is not just a matter of purchasing stocks and selling them when their prices peak. A true investment plan should be thought of as a wealth management plan that incorporates an understanding of potential tax burdens, retirement goals, and budgeting. This comprehensive approach provides a system for investment decision making that goes beyond the basics of buying high and selling low.
At LifePath Wealth Advisors, our goal is to understand your needs not just from a financial perspective but from a values-based one, too. This prioritizing of your core values can make us seem “out of the box,” but to us, it's just common sense. Far too often wealth is defined solely by financial considerations. We understand the importance of financial independence, and we truly strive to help you reach it. Yet, we also understand that personal wealth stems from living your life according to your core values. When you combine both of these definitions, you get a better understanding of what we do and how we can help you accomplish your goals. View more details on total wealth management.
We have clients throughout the country, so don’t hesitate to reach out to us with any questions about investment planning. During our first meeting, we’ll focus on understanding the current state of your finances, as well as your goals and the values that influence them. Then we can get to work crafting an investment plan tailored to you.