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

  • Financial Literacy #8: Should You Use a Financial Planner? +

    As you’ve learned throughout this master class, financial planning is as much about money as it is about articulating and Read More
  • Financial Literacy #4: How to Build Your Nest Egg +

    During your income-earning years, maximize your retirement plan contributions to build your nest egg and retirement savings: 401(k) A 401(k) Read More
  • Financial Literacy #2: Insurance Planning is Financial Planning +

    Insurance is a critical element of your financial plan and the foundation of your pyramid. Different kinds of insurance (including Read More
  • Relationships and Money, Part IV: Divorce +

    Divorce is not only a strain on your emotional well-being but also your financial well-being. Many times we only focus Read More
  • Relationships and Money, Part II: Married Couples +

    Marriage is not just roses, chocolates and diamonds. Marriage is a business relationship that needs thorough discussion and often times Read More
  • 1

What is your risk number?

Click the button below for a Free Portfolio Risk Analysis.

What's your Risk Number?

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.

Other Services

  • Employment Retirement Programs

    SEP (Simplified Employee Pension) and SIMPLE (Savings Investment Match Plan for Employees) IRA’s are a great way for small businesses
    Read More
  • Retirement Planning

    In the United States the personal savings rate is less than 5% of income.  It is important to understand we
    Read More
  • Wealth Management

    In addition, to our retirement portfolio management we also offer a wide range of other wealth management services.  Attentive Investment
    Read More
  • 401K Services

    Our firm's staff specializes in the administration of profit sharing, money purchase, 401(k), and non-qualified tax-deferred compensation retirement plans. Our
    Read More
  • 1
  • 2

With the easing restrictions of the California Shelter in Place order, we have resumed our normal business hours in the office. As before, we are taking steps to ensure the safety of our staff and clients:

  • Surfaces will be sanitized regularly
  • We have several bottles of hand sanitizer as well as anti-bacterial soap and a sink in the office along with disposable masks should you like one.
  • When possible, we will continue to maintain social distancing and when not possible all the staff has masks.
  • Masks are not required for you to enter our office.
  • We are more than happy to meet with you in office but still maintain the capability for web meetings or telecoms. And as always can be flexible if you require special meeting time accommodations.

Our office hours are:
M-Th 8 a.m. – 4 p.m.
Friday 8 a.m. – 1 p.m.

As always we are available by phone at 209-636-4931 or on email at or