Investment planning focuses on education about investment concepts such as asset allocation and selection of investment managers and specific investment vehicles. Having evaluated the client’s financial goals and taken care to understand their risk tolerance, we assist you with selecting an investment objective and defining a strategy for managing your investments. We utilize our industry expertise about the investment marketplace to bring you the most appropriate options for your particular needs.
Through a series of initial planning meetings, we learn about your financial challenges and objectives, explain our investment philosophy, then custom design a strategy for you, making recommendations based on a thorough understanding of your financial condition and goals.
We will monitor your investment strategy and communicate with you on a regular basis to ensure this strategy still meets your goals and objectives. One of our most valuable services we provide our clients is a well diversified asset allocation. This asset allocation will be monitored and revised as the market changes. Our strategies can include equities, bonds, and alternative investments based on your objectives and risk appetite.
Do you need tax management in your investment account? The after-tax return of you portfolio can be much different than your return before taxes. We can help you maximize the after-tax return of your taxable investment portfolio.
Advisory Services offered through Beard Investment Services, Inc., a SEC Registered Investment Advisor and/or ValMark Advisers, Inc. a SEC Registered Investment Advisor. Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431, 1-800-765-5201. Beard Pension Services, Inc. and Beard Investment Services, Inc. are separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.