Our Planning Approach
Investing without a plan is called risk. At Financial One, we believe every investor deserves the benefits of teaming with an experienced financial planning partner—a partner who will be there long-term to help you meet your objectives, now and in the future.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Three Simple Rules: After managing portfolios for many years, we have found that clients generally have three major concerns that help guide our overarching investment philosophy.
- Don’t lose my money
- When markets go up, I want to participate
- When markets decline, I want to outperform