There is more to investing than meets the eye. Not only does it require a well thought-out strategy, that same strategy needs to be consistent with your overall Financial Plan AND your Life Goals.
At Arizona Financial Plan, we pride ourselves on managing your investments as an important part of your overall financial well-being.
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ur disciplined approach utilizes comprehensive asset allocation models designed specifically for you. Our frequent and detailed portfolio reviews always inform you of exactly where you stand. Just as important? These reviews help us understand if you are ready to “put your foot on the brake” or “step on the gas!” We are then able to consistently rebalance these allocation models, depending on your risk tolerance, age and time horizon.
Financial professional of 20 years, Tom Fischer, says he is often asked by new clients, “How much money will you make me?” His answer is always the same: “How much money do you need to make to live?” Tom says this is his answer because, in addition to managing risk and a client’s ratio of fixed income, alternative investments and equity positions, successful investing is about having a clear understanding of someone’s expectations.
Tom and the team at Arizona Financial Plan know, preserving your principal is Job One–then comes Growth. Of course we take part in the market upside in order to outpace inflation and taxes, but we also know a 50 percent decline in the market could be right around the corner at any time. If you are in retirement, or nearing it, losing large sums of money is simply not acceptable.
We want to know you are sleeping well at night because retirement is for doing the things you enjoy, not for worrying about the market’s inevitable ups and downs.
Contact us for a no cost portfolio review so the next time the market crashes five or even ten percent in one day, you’ll know exactly how it is impacting you and your family. Tom and the rest of us will be here for you, as we are for all our clients. With this strategy maybe you won’t be as concerned as the “other guy,” the one without a financial professional helping him manage his risk level!