Investments

Good investments are an integral part of a good financial plan. Sandi Weaver has earned the Chartered Financial Analyst (CFA) designation, which is the benchmark of professionals in the investment field. CFA's master complex studies in portfolio management, quantitative analysis, businesses, stocks, bonds and economics. Our clients are the beneficiaries of this investment expertise as we assist you in crafting an investment portfolio. Our services include:

• A review and assessment of your current investments
• A determination of your financial goals and time horizon
• An analysis of your risk tolerance and required return for your portfolio
• The development of a comprehensive investment plan for a diversified portfolio, using institutional mutual funds
• Ongoing monitoring and reporting on your portfolio's performance, including:
  • Rate of return
  • Risk
  • Individual holdings
  • Cash flows in and out
  • Recommended changes needed
  • Tax consequences and fees involved in any proposed investment sales

Our clients use our professional investment management services where we coordinate all accounts - investment, IRA's, 401(k)'s, and annuities - under an overall guiding investment plan. Most of our clients don't have the time, knowledge, or desire to tackle developing and monitoring their total investment portfolio. While we manage your investments, we don't sell products, and aren't associated with any third party provider to do so. As a fee-only financial planning firm, we do not accept commissions of any kind. You can be assured our recommendations are not influenced by hidden financial gains.