Investment Strategies & Planning

What are you saving for? When it comes to investing, the first step should be identifying and prioritizing your dreams and goals. Whether you’re saving for a house, a wedding, a child’s education, or something else, Jenkins Wealth can help you create a plan for those goals and milestones.

Our Investment Strategies

A solid investment strategy is key to helping your money grow and, hopefully, outpace inflation. Most individuals do not have the time or expertise needed to create an effective investment management plan–and that’s where we come in.

Working with a financial advisor like those at Jenkins Wealth can make the process easier. We can assist in the following areas:

  • Assessing your financial situation and defining goals. This will help us develop a clear picture of your financial situation, including timeframe and risk tolerance.
  • Understanding investment options.
  • Applying diversification to help reduce risk.
  • Allocating your funds. Spreading investments across various asset classes, like stocks and bonds, also helps reduce risk.
  • Monitoring your progress. We will regularly revisit your portfolio and make adjustments as needed to ensure that you are on track to reach your goals.
  • Considering tax implications. Avoid paying unnecessary taxes and fees by preparing in advance.

Our strategies can help you create a plan that’s as unique as you and your needs. Once we’ve identified your goals, we can start on the road to creating an investment plan that works for you.

Know more about your RMD options.

Are you nearing retirement and looking to discover more about RMDs and how they can affect your retirement years? Fill out the form below for your complimentary copy of Seven Realities of RMDs.