Most portfolios are constructed based on an individual’s investment objective, risk tolerance, and time horizon.
Using these inputs and sophisticated portfolio-optimization calculations, most investors can feel confident that they own a well-diversified portfolio, appropriately positioned to pursue their long-term goals.
However, as a retiree, how you choose to live in retirement may be an additional factor to consider when building your portfolio.
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At Capital Planning, we provide retirement planning with purpose, so you can focus on enjoying life, safe in the knowledge you’ve made the right financial decisions.
Many people are curious to understand the potential tax benefits available to them. Questions such as “Is a 529 plan right for me and my goals?” are common, and at Capital Planning, we’ll be happy to guide you on this and any other questions you have.
We can work with you to conduct an analysis of funding needs, and provide recommendations as to investment allocation, ultimately helping you to select the right investments for your goals.
Book a discovery meeting today and speak with one of our advisors about independent financial planning with purpose, so you can focus on enjoying life.