Build Your Investment Portfolio from the Bottom Up!
Far too often, a shotgun approach is used to develop a portfolio. Without rhyme or reason, a portfolio often has no real relationship to your goals and aspirations. A well-designed portfolio is based on careful consideration.
At Community Financial Services Center, we take a reasoned and practical approach to your financial plan. After an initial consultation, we schedule another meeting with you to gather your vital information, as well as your goals and aspirations. After careful review and consideration, potentially involving your other trusted advisors, an investment plan is developed for your review and approval.
Implementation of your financial plan is not the end of the process. Ongoing refinement of the plan is necessary to keep you on the right track. We meet with you on a regular basis to review your portfolio.
Remember, as your circumstances change, so should your portfolio! For a no-cost, no-obligation review of your financial situation, contact us now!