Your choice of the right financial professional is not a simple one. It could also be the most significant investment decision you will make in your lifetime. Here at Attentive Investment Managers, Inc., our main objective is to help provide you financial security today and far into the future. We conduct an in-depth evaluation of your financial profile in order to create a structured plan based on saving and investing. Your financial goals will always dictate which financial instruments we will implement in order to obtain financial success. We will help you maximize your financial efforts with a well-organized plan and continue to provide you details and recommendations throughout your relationship with us.

Financial planning is the gathering of information relating to the financial health and well-being of a client. Through an interview process, a client’s financial concerns and future goals are established. The information gathered is then analyzed and compared with the client’s stated goals. From this comparison, recommendations can be made to help a client adjust their current financial behavior so that any gaps can be filled and/or any current plans can be altered to meet goals. Or, best-case scenario, it can simply validate the path they are currently on is the correct one.

The benefits of taking some time and sitting down with us to create that financial planning road map are numerous and will depend on your individual circumstances. However, one of the key benefits of a well-laid out financial plan that is implemented and monitored is that it will generally allow you to reach financial independence sooner than if you had not formulated a plan of action.

Financial independence can mean different things for different people but for many it means the ability to cease regular employment knowing that they have enough assets and retirement income to maintain a certain lifestyle for the rest of life and provide for their beneficiaries after death.

What to expect with our financial planning services

Personal attention: We will take the time to go through a full interview with you, asking questions to get to know your entire financial situation, your risk tolerance and your goals before setting up a customized financial plan.

Help develop an asset allocation strategy: Help develop an asset allocation strategy: Once you've worked with us to determine your risk tolerance, we can help you allocate your money based on a mix of asset classes with varying degrees of risk that fit your time horizon and comfort level.

Advice on specific investments that match your goals and risk tolerance: Advice on specific investments that match your goals: When you're comfortable with your financial plan and have determined an asset allocation strategy, we will then make specific recommendations on the types of mutual funds and securities that will best meet your needs. We will to provide research supporting our recommendations.

Answers to your financial questions: If the markets become volatile, we will be available to help you understand the reasons behind the instability. If you hear of an interesting investment opportunity or a new stock offering, we have the knowledge to research and investigate these opportunities and to help you decide if they fit into your overall plan.

Related Blog Posts

  • Facts About Powers of Attorney +

    There are several flavors or types of powers of attorney. What is called a Limited Power of Attorney is used Read More
  • Teach Kids About Money: Recommended Books +

    Pre-k thru 2nd GradeOne Cent, Two Cents, Old Cent, New Cent: All About Money – by Bonnie Worth, a Dr. Seuss Read More
  • Managing Health Care Costs in Retirement +

    Three simple steps for gaining a handle on the uncertainty surrounding health care costs in retirement are: 1) estimate how Read More
  • Estate Planning +

    With all of the different aspects of Estate Planning, it is important to understand that these tools are important for everyone, Read More
  • Getting a Grip on Your Credit & Financial Health +

    CHECK YOUR CREDIT SCORE REGULARLY! There are plenty of services that monitor your credit, but no one knows what you Read More
  • 1

Get in Touch

  1. Ready to get a handle on your investments? Contact us today to schedule a free review of your portfolio.

  2. Your Name(*)
    Please let us know your name.
  3. Your Email(*)
    Please let us know your email address.
  4. Subject(*)
    Please write a subject for your message.
  5. Message(*)
    Please let us know your message.