Take the Proven Path in Investment Planning
Today’s uncertain financial markets and the complexity of investments, one of the most important decisions you can make is to seek the advice of a trusted, qualified financial advisor. At Elite Financial Management, we use your objectives to determine which investments are best for you.
Analysis
We start the investment planning process by learning about you. By gathering information, we can create a customized investment strategy that is tailored to meet your goals and objectives. The information we collect includes your:
- Investment goals and objectives
- Current asset allocation
- Investment time horizon
- Investment risk tolerance
Recommendations
Based on the information you provide us, we determine the rate of return necessary to meet your objectives. Next, we construct a diversified portfolio consisting of the following investments:
- Alternative investments
- Annuities
- Bonds
- Mutual funds
- Stocks
Monitoring and Rebalancing
No one can predict what the market will do in the future so we must monitor your portfolio. Elite Financial Management will hold periodic review meetings with you to discuss the performance of the portfolio and rebalance the portfolio if necessary.
Elite Financial Management has no conflicts of interest or “hidden agenda” to recommend any particular financial product. As independent advisors we have access to mutual funds, ETF’s and alternative investments. Call today to learn more about how we can help you with your investment needs, at 214.239.4715.
