Investment Planning

Build a Strategy for What Matters to You.

Investing isn't just about growing your money. It's about putting your money to work toward the life you want.

Whether you're preparing for retirement, building wealth, saving for someone you love or wondering if your current investments still make sense, Jim can help you create a strategy based on your goals, timeline and comfort with risk.

Schedule a Conversation

What Are You Investing For?

You don't need to know which investments you need. Start with what you want your money to accomplish.

Growing Your Money

Looking for opportunities beyond traditional savings? Jim can help you explore investment strategies designed with long-term goals in mind.

Preparing for Retirement

Whether retirement is years away or getting closer, Jim can help you build an investment strategy for the life you're working toward.

Planning for Future Goals

College. Travel. A second home. Helping family. Whatever you're preparing for, Jim can help you determine how investing may fit into your plan.

Reviewing What You Already Have

Already have investments, retirement accounts or an old employer plan? Jim can help you understand what you own and how it fits into your bigger financial picture.

Investment Planning Starts With You

Before talking about mutual funds, stocks, bonds or other investments, Jim wants to understand the bigger picture.

What are you trying to accomplish? Your investments should support a purpose—not just exist in an account.

When will you need the money? Investing for something five years away may look very different from investing for something 25 years away.

How comfortable are you with market changes? Understanding how you feel about risk is an important part of building a strategy you can live with.

What do you already have? Existing investments, retirement plans and other assets all help shape the conversation.

Once Jim understands where you are and where you want to go, he can help you explore investment strategies designed around your individual situation.

How Investment Planning Works

Start With the Conversation

Talk with Jim about your goals, concerns, current investments, timeline and what you'd like your money to accomplish.

Build Your Strategy

Jim can help recommend an investment approach based on your goals, financial situation and comfort with risk.

Review & Adjust

Your life won't stand still—and neither will the markets. Jim can help review your strategy and make adjustments when appropriate.

Explore Your Investment Options

Your investment strategy may include one or several types of investments depending on your goals and circumstances.

MF Mutual Funds S+B Stocks & Bonds ANN Annuities IRA Retirement Accounts 529 College Savings MORE Additional Investment Options

Explore All Investment Options

What Does Investment Risk Really Mean?

Understanding risk involves more than simply asking whether you're comfortable seeing the market go down.

TIME

Your Timeline

When you may need your money can influence how it is invested.

GOAL

Your Goals

Different goals may call for different investment strategies.

RISK

Your Comfort Level

Your strategy should consider how comfortable you are with market fluctuations.

PLAN

Your Financial Picture

Savings, income, retirement benefits and other assets may all affect your investment strategy.

Jim's role: Help you understand the tradeoffs so you can make informed decisions—not simply hand you an investment product.

Already Investing? A Review Can Still Be Valuable.

You don't have to be a new investor to benefit from investment planning. A review may help you determine whether your current strategy still fits where you're headed.

Haven't reviewed your investments recently

Experienced a major life change

Changed jobs and left a retirement plan behind

Aren't sure why you own certain investments

Are getting closer to retirement

Wonder whether your current level of risk still makes sense

Have investment accounts with several different providers

Simply want another perspective on your current strategy

Schedule an Investment Review

Your Investments Should Have a Purpose.

Good investment planning isn't about owning more products. It's about understanding what you own, why you own it and how it supports the future you're working toward.

Ready to talk about your investment strategy?