Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
01. About Us
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
02. Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
03. Our Process
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, both now and in the future, in a tax efficient manner.
Intelligent Investor Financial Planning, LLC offers comprehensive financial planning services in a tiered pricing structure based on the complexity of your situation.
In addition to financial planning services, Intelligent Investor Financial Planning, LLC offers varied options for clients to implement our investment advice through various managed solutions.
