Investment Management with a National Association of Personal Financial Advisors (NAPFA) financial planner for families!
As a National Association of Personal Financial Advisors (NAPFA) financial planner for families, FinancialFamilies believes investment portfolios should be customized to the family. Your financial situation is much different than your neighbor’s. You have different goals, tax situations, combination of investment accounts, investment asset values, net worths, feelings about risks and rewards, and may be different ages.
As a financial planner for families, what key concepts guide investment portfolio management?
– Stocks can both propel financial achievement and exhibit volatility.
– When stocks have struggled, treasury securities have held up better than the broad bond market and other asset classes.
– Taxes have a material impact on investment returns and vary with investment options and account types.
– Effective volatility and tax management help to schedule well-thought-out financial goals.
– Financial goals are generally an indication that your family invests in order to spend someday.
– A retainer fee structure best supports a fiduciary duty aligned with your family’s intentions.
Of course, a financial planner for families can help with more than investment management. It is important to understand the many reasons families come to prefer FinancialFamilies.
What sets a NAPFA fiduciary apart when it comes to investment management?
A NAPFA fiduciary commits to delivering financial and investment advice in the best interests of families with a written fiduciary oath. In fact, NAPFA fiduciaries were setting high standards well before fiduciary standards became so popular! It seemed obvious that a NAPFA fiduciary should offer clear and transparent fee arrangements. Through expertise and experience on a range of financial topics, certainly to include investment management, families bring success home at FinancialFamilies!
