Portfolio Management and Investment Planning
Retirement planning and investing are about more than just choosing stocks.
One of the most important things a financial advisor can do is help you create and manage your portfolio. The experienced financial advisors at Resource Planning Group have the tools and knowledge to help you create a cohesive and comprehensive investment strategy and select the right investment mix to meet your financial goals.
Why You Need Professional Portfolio Management
People often use the terms “financial planning” and “portfolio management” interchangeably, but there are some key differences between the two. Financial planning involves creating long-term goals and a plan to get there—a savings plan that takes into account your current retirement savings, age, income, and other factors. Once you have that plan in place, portfolio management ensures that the money you set aside is helping you get closer to your retirement goals.
At Resource Planning Group in Georgia, our registered investment advisors are here to help with both. We can help you create your overall financial plan, then manage your portfolio and investments in the best way to more reliably achieve those goals.
Experience Matters
While you technically can manage your own investment portfolio, the DIY approach can have serious negative consequences on whether you are able to retire when you want with the money you need to live comfortably. Just like you would seek out a professional with the right level of training and experience to perform surgery or fill a cavity, you should find a financial professional with the training and experience to make your financial dreams a reality.
Portfolio management from an experienced retirement consultant in Georgia gives you access to someone who understands complex financial tools and investment vehicles. Our investment team has deep knowledge of the markets and how they work. We can help you build the right portfolio at the right time to prepare you for both short and long-term goals.
Our focus is on growing your wealth through the prudent mix of asset classes and strategies, to help you achieve goals with less risk.
A Fiduciary Duty to You
As fee-only investment advisors, our only duty is to you as our client. We have a legal fiduciary duty to act in your best interest, and every action we take or piece of investment advice we give is because we believe it’s the right thing for our clients. Every member of our client advisory and investment planning team meets rigorous standards for education and experience to better analyze and understand the financial markets and how they relate to your family goals and objectives. Beyond the training and experience, though, is a singular focus on you and the personalized attention you deserve.
Find out what sets us apart from other wealth managers and investment planners. Schedule a no-obligation introductory call with Resource Planning Group today to see how easy it can be to prepare for a more secure financial future.
Request a copy of our article, “The Ten Things You Must Do Now to Secure a Brighter Financial Future”
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