Couple on cliff

Investment Strategies

Investment Strategies2021-01-04T09:38:48+00:00

NEED AN ADVISOR?

INVESTMENT STRATEGIES

INVESTMENT STRATEGIES

You must be thinking, isn’t there an app for this? Something that will let you type in some numbers, dates and bada-bing, you got a retirement plan.

It should be that easy and it’s aggravating that it seems so complex. But we can make it easier for you. Together, we’ll review your planned retirement date, your lifestyle, your goals and depending where you are in age, we’ll assess your risk tolerance. No matter what plan we put together for you, we carefully weigh risk while we’re building your strategy. We’ll weigh debt against current, past and future savings plans, and analyze any investments you already have. We’ll discuss things like lifestyle and how you expect to live during the retirement years. We’ll look at all facets involved. You might be planning on a big expense before retirement, or saving for college for one or more children. All of this goes into our “app” so to speak.

Working with one of our advisors will feel more like sitting down with a friend, (one with experience and education!) as well as a track record of helping people just like you. We will make sure we understand total financial picture so we can help you put together a full cohesive plan.

[fusion_widget_area name=”avada-custom-sidebar-subpagewidget” title_size=”” title_color=”” background_color=”” padding_top=”” padding_right=”” padding_bottom=”” padding_left=”” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” class=”” id=”” /]

DUVALL FINANCIAL GROUP

WE ARE HERE TO HELP!

THE BLOG

DFG BLOG SECTION

4 Recent Innovations in Life Insurance Policies

By |September 20, 2022|

Life insurance is no longer constrained to the inflexible policies our parents held. Here are some of the latest additions and innovations to give you more options than ever. Today’s life insurance policies are not the policies our parents and grandparents grew up with and purchased. They offer more features[...]

4 Tips to Save For and Fund Your Child’s College Tuition

By |May 12, 2022|

  College is an investment in your child and your family, but it can come at a hefty price. Here are some tips to save! College and other forms of higher education have always been a vital part of planning a career. The foundation of any resume, a recent study[...]

Go to Top