Assessing Your Financial Plan

1) Does your financial plan provide an investment strategy to help you reach your financial goals and objectives?

The overall success of your financial plan is dependent on an appropriate investment recommendation, based on your long-term financial goals and objectives. At Southern Pacific Asset Management, we take into account everything from your family health history to the specific stocks, bonds or other investments in your portfolio to help build an in-depth understanding of the objectives for your assets. Using tools like Riskalyze and historical modeling, we can provide an investment recommendation that can help you reach your goals. This recommendation provides the foundation for your future financial success and can help you avoid running out of money in retirement.

2) Is your financial plan helping to ensure you leave the legacy you want?

Many investors find their investment time horizon may last beyond their lifetime, giving them the opportunity to use their assets to support someone or something important to them. While supplementary to an appropriate investment recommendation, planning for and protecting the future of your wealth are common needs that can be complicated to address. Southern Pacific Asset Management can provide the resources available to help ensure what you want to happen does in fact happen.

3) Does your financial plan provide perspective on financial planning topics such as Social Security, taxes and insurance?

Many investors want to feel they are making informed and sensible decisions about all aspects of their wealth, not just their investment strategy and legacy. Understanding the relationship between taxes, cash flow requirements, and Social Security benefits may influence how you meet your living expenses both before and after retirement. Recognizing the connection between your investments and insurance needs (health and long term care) may help you decide whether purchasing coverage is appropriate.

Everyone has a Risk Number. Let’s find yours!

speed limit

Determining how fast you’re comfortable traveling on your investment journey is the first step in helping us develop an investment strategy that’s right for you.

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