Financial Plan: Proactive and Monitored - The Center for Wealth Management

Financial Plan: Proactive and Monitored - The Center for Wealth Management

March 01, 2017
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Medical professionals work hard their entire careers to take care of other people.  But while they spend decades doing this, who is taking care of their financial health?

Every day they help their patients live better lives.  They not only work to bring them back from poor health but they also teach them to make better decisions the positively impact their health.  Often they work long shifts of twelve or fourteen hours.  Then return home to take care of their families.   

Their careers leave little time to manage their money and investments effectively, never mind be able to put a comprehensive financial plan in place.  That's where we can help.

Just as the world of modern medicine changes and grows quickly, so too does the financial world.  And just as medical professionals provide care to their patients for a healthier life, our profession also helps others pursue a better, healthier financial life, as well.

The Buy and Hold Strategy

As part of your financial plan, many advisors design an allocated portfolio that takes into account your current financial goals, time horizon, risk tolerance and overall investment experience. Then, they hope that political and economic changes do not diminish your hard earned savings. This is known as a traditional Buy and Hold strategy.

Here at the Center for Wealth Management, we believe that hope is not a sound investment strategy.

Our Financial Plan: Proactive and Monitored Management

We take an active approach to managing your portfolio by taking into account the current market and economic conditions. Then we continue to monitor your financial position and compare it to your overall goals using our Customized Wealth Management System.  Then if adjustments are needed, we make them.

If we have learned anything from the economic downturn of the last decade, it is this: To continue using the traditional Buy and Hold strategy is too risky.

Join us to be part of the future of investing.  Have a financial plan that is proactive and consistently monitored.  Don't let hope by your strategy for pursuing your financial goals and dreams anymore!

To learn how we can create a financial plan for you, call us today at 513-407-5430.

No strategy assures success or protects against loss.

Tactical allocations may involve more frequent buying and selling of assets and will tend to generate higher transaction cost.  Investors should consider the tax consequences of moving positions more frequently.