Investment Planning

Creating and monitoring your investment plan is one of the most important aspects of your overall financial well-being. When building investment portfolios, our primary goal isn’t to simply produce the largest possible return, but rather to create a portfolio that gives you the highest likelihood of achieving your goals — balancing risk as well as return.

What You May Be Thinking:

Can my investment portfolio withstand a significant market drop?
How can I optimize my portfolio for taxes?
Am I taking on the appropriate level of risk with my investments?
Are there any gaps or opportunities within my current portfolio?
Does my current investment strategy align with my goals?
How can I generate additional income?
What, if any, alternative investments are worth considering?
Are you acting in my best interest?

Our Approach

As your dedicated fiduciary, our extensive team of investment professionals partner with you to tailor a portfolio built to maximize the probability of achieving your long-term investment objectives. Each client has a personalized investment plan that guides portfolio decisions, and individual circumstances inform the investment decisions our team makes on your behalf. These decisions are guided by strategic and tactical allocations, manager selection, and risk management, all grounded in the central tenets of our core investment philosophy.

Our Investment Planning Conversations

Ongoing Portfolio Maintenance and Rebalancing
Risk Assessment
Investment Planning and Implementation
Employer Retirement Guidance (401 (k), 403b, 457, etc.)
Fixed Annuity Analysis
Variable Annuity Analysis
Current Portfolio Gap Analysis
Concentrated Position Management
Diversifying Strategy Opportunities

Our investment ideology,
tailored to you.

See exactly how and why we bring sound investment fundamentals to your specific situation and unique life goals.

Learn More

See our latest thoughts and insights on Investment Planning.

August 05, 2025

Quarterly Perspectives: A Mid-Year Investment Outlook for 2025

In our Quarterly Perspectives webinar, our senior investment strategists unpack the latest market trends. From potential rate cuts to questions about rising national debt, they cover what the latest investment headlines and performance trends could mean for your portfolio in the second half of 2025.
Watch the video
August 04, 2025

Two-Minute Market Focus

In this episode, Focus Partners’ Todd Jones explores the stock index’s earnings and profit margin, sharing what that could mean for you. He also provides an update on market performance and recession indicators.
Listen to the podcast
August 04, 2025

5 Essential Tips for Teaching Kids About Investing

Teaching kids about investing early could pay lifelong dividends. Here are five engaging tips to help you start the conversation and lay the foundation for smart financial habits.
Read the article

Investment Planning