470 Olde Worthington Rd., #200
We will provide you with a basic understanding of the various investment options available to you. You will be able to make informed decisions regarding your investment choices while working toward financial independence. Together we will choose optimal investments that utilize your goals, time horizon, priorities, and risk tolerance.
"In investing, what is comfortable is rarely profitable." - Robert Arnott
Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results.
You’ve made investments your whole life. Work with us to help make the most of them!
No matter what our occupations, most of us share a common goal of a comfortable retirement. Almost everyone looks forward to the day when they can retire and enjoy more free time. And so, the investment decisions we make in preparation for that retirement are crucial.
When it comes to investing for retirement, having a target amount in mind is critical. If you have no target, you have no way of measuring your progress toward the goal. Perhaps more to the point, you have no way of developing a strategy to pursue that goal. Have you attempted to determine the amount of money you would need for retirement? If so, are you preparing for a 20– or 30–year retirement?
When investing for retirement, sometimes it’s encouraging to listen to what others are saying. Where some see challenges, others see opportunities.
Warren Buffett said it this way: “You do things when the opportunities come along. I’ve had periods in my life when I’ve had a bundle of ideas come along, and I’ve had long dry spells. If I get an idea next week, I’ll do something. If not, I won’t …”
When it comes to investing for retirement, it’s critical to understand the market environment and assess the potential for each asset class within your portfolio.
There are a number of criteria to keep in mind as you consider investing for retirement. Here are some scenarios that might be familiar: Anthony and Selena have a growing family, and wonder, “How much should we be setting aside in our employers’ qualified retirement plans?” Dave and Christine are nearing retirement. They ask, “Are stocks appropriate for people who are in their 60s?” Rebecca is a widow who wants to know, “What role can annuities play in my retirement portfolio?” Isaac is a business owner who likes to do research online and likes to take a hands-on approach to his retirement plans. He asks, “If short-term interest rates remain low, should I consider a different approach to my asset allocation?”
All of these are great questions, and we are here to help with the answers. It’s important to remember that individual recommendations will vary with each situation. Are you ready to get started with your investment planning service in Wheeling, West Virginia? Then contact us now and we will be happy to answer your questions!
This client example represents a composite illustration and should not be construed of a guarantee of similar retirement planning results.
At State Street Advisers, our first priority is helping you take care of yourself and your family with our investment planning services tailored for you in Wheeling, West Virginia. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. If you are looking for experienced investment planner to assist you. Call now: 614-895-2584.