Investment Planning*

The key to an effective investment plan is proper portfolio construction and management. It consists of matching investment vehicles to a client's needs while considering such things as the priority of specific goals, the tax advantages that are available, the tolerance for risk, specific time horizons, the degree of liquidity that is necessary and the resources available. The objective is to create and maintain, through a logical sequence of steps, and optimal combination of investments to achieve a client's state goals.

Crucial to this process are the concepts of due diligence and disclosure. An investment planner has the duty to gather all appropriate information about each investment and to present this information to the client so that the best possible choices can be made. Although good due diligence cannot guarantee good results, it will improve the likelihood of success.

The Stahlschmidt Financial Group works through it's Broker/Dealer, Cambridge Investment Research, Inc., to provide clients with a broad range of investment options that include, but are not limited to, stocks, bonds, mutual funds, annuities, REITs and managed accounts in order to create investment plans that are designed to meet the needs of a wide variety of clients. Our investment professional take pride in their ability to create a portfolio designed to help you to meet your long and short-term goals.

*This service may only be provided by an Investment Advisor Representative.