Smart Investments to Meet Your Goals
As your trusted advisor, we’ll help you examine your portfolio, consider your goals, find your acceptable level of risk, and choose the right place for your investments. We’ll draw from our extensive knowledge and experience to develop a tailored investment plan based on your objectives. From there, we’ll provide continual monitoring and appropriate adjustments to your portfolio.
Have questions? We’re here to advise you on everything from the big picture to the smallest details.
Services We Offer
All investments entail risk, but some come with more risk than others. Your acceptable level of risk is unique to you and your situation. Your J.Freeman & Associates team will work with you to consider your current assets, your goals, the amount of time you want to keep your money invested, and your personal feelings about risk to determine the right place for your investment.
Market conditions are always changing. Historical data shows that markets tend to recover, often bouncing back after a drop. Despite that, it’s natural to consider reallocating your investments when the market fluctuates. If your investment is based on long-term goals, it may be best to stay on track or to make only minor changes. Short-term goals may require more intense consideration. No matter what your goals are or what your investments are doing, we’re here to help. We monitor and adjust your portfolio as needed, always keeping your current needs and future plans in mind. We’re always available to answer your questions and to help you understand both the market and our recommendations.
To help you establish and maintain your investment portfolio, we consider many factors. These include your goals, the amount of money you want to invest, your level of acceptable risk, your tax situation and current tax laws*, recent and historical market data, proper diversification, and the solutions that would be a good fit for you. Most importantly, our recommendations are based on your personal situation and our well-honed expertise.
It’s never too late to invest. To start your investment portfolio, we encourage you to schedule a meeting with us. We’ll help you understand your acceptable level of risk, choose the best solutions for your portfolio, and lay out a financial plan that’s tailored to you.