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Investment Planning

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When it comes to investing, the options can seem endless. Should you go with stocks, bonds, mutual funds, real estate, or something else entirely? And then there's the question of how much to invest, and when. With so many decisions to make, it's no wonder that many people feel overwhelmed by the process. That's where we come in. At 3 Rivers Financial, we prioritize taking the time to sit down with you, getting to know your goals, and developing a custom-tailored investing plan. Our finance experts will help you understand your options and make investment choices that are right for you. So, whether you’re just starting out or looking to fine-tune your portfolio, we can help you reach all of your financial goals.

What is an investment plan?

An investment plan can be thought of as a “map” that shows your investment process from start to finish. It includes the analysis of your current financial standing, determining your personal goals, finding the appropriate resources to achieve those objectives, and monitoring the progress of your investments.

How does investment planning benefit me?

Investment planning with a financial advisor allows you to look at the big picture. Beginning or modifying your investment journey with informed, well-researched decisions increases your chances of seeing a positive return on your investment and mitigates risk. Your investment plan provides you with structure which, along with our financial team, will boost your confidence in your abilities to navigate the market’s natural fluctuations.

What variables are involved in an investment plan?

Great question! Investment plans are unique to each individual, so we’ll be customizing your experience by looking at factors like…

  • Your current income, savings, other assets you own, and taxes
  • How much risk you’re willing to take on 
  • When you’d like to achieve your financial goals
  • Available investment types, such as stocks, mutual funds, ETFs, annuities, real estate, etc.
  • How much you’d like to invest per month or year and if this will increase or decrease over time
  • How often you’d like to monitor your investments