{"id":10,"date":"2015-02-24T17:30:06","date_gmt":"2015-02-24T23:30:06","guid":{"rendered":"http:\/\/gpswp.com\/fgg\/?page_id=10"},"modified":"2017-09-18T07:07:13","modified_gmt":"2017-09-18T13:07:13","slug":"investment-management","status":"publish","type":"page","link":"https:\/\/gpswp.com\/fgg\/services\/investment-management\/","title":{"rendered":"Investment Management"},"content":{"rendered":"

At Financial Guidance Group, we believe no two investors are alike. In order to help each client meet their financial\u00a0goals, we implement a team-oriented approach to investment management and a client focused culture that is\u00a0fundamental to our investment process.<\/h2>\n

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We start by asking you to complete our Risk Tolerance Assessment\u00a9, twenty-one multiple-choice questions that aid us in\u00a0understanding the level of risk you are will to take with your investments. Next, we will review all of your current\u00a0investments, including any retirement savings plans offered through your employer, using comprehensive analysis\u00a0provided by Morningstar\u2122 in an effort to comprehend what you are currently invested in. Then, we will interview you\u00a0to understand your current financial situation, your life goals, your feelings toward investing and your family dynamics.<\/p>\n<\/blockquote>\n

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Based on the information we gather from you, we perform an ETHICAL analysis of your investments. Among other\u00a0things, our analysis will cover:<\/strong><\/p>\n

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  1. The expectation you have for current income from your investments,<\/strong><\/li>\n
  2. The level <\/span>of tolerance of <\/span>risk you are will to accept when investing,<\/strong><\/li>\n
  3. The time horizon you have for your investments,<\/strong><\/li>\n
  4. The impact your investments will have on your income tax situation,<\/strong><\/li>\n
  5. Any constraints you want to place in choosing a particular investment,<\/strong><\/li>\n
  6. Your attitude toward the level of communication you wish to have between you and us, and<\/strong><\/li>\n
  7. The liquidity you need from <\/span>your investments.<\/strong><\/li>\n<\/ol>\n

    Upon completion of our analysis, we will present to you our preliminary report outlining, by investment category, what\u00a0your current investment allocation is and what your investment allocation should be. Included with this report will be a\u00a0detailed Morningstar\u2122 review of each of your current investments. If applicable, we will provide a breakdown on how\u00a0much you will have to save each month to reach your financial goals or how much income you should expect from your\u00a0investments to fund your financial goals. With a comprehensive examination of your current investments, we will be\u00a0able to tell you how you should adjust your investments <\/span>from where they are now to where they should be.<\/p>\n

    If you choose to engage us as your investment adviser, we will provide you with a written investment policy statement\u00a0outlining the parameters of how your investments are to be allocated. Plus, we make the implementation of your new\u00a0investment plan simple. We handle the transferring of your accounts to our investment platform and the reallocation of\u00a0the investments inside those accounts once on our platform. For accounts not held directly with us, such as any\u00a0retirement savings plans through your employer, we will assist you, step-by-step, in reallocating your accounts into the\u00a0proper investment choices.<\/p>\n

    We also make the monitoring of all of your investment accounts easy. Through our Generational Vault, you will be able\u00a0to see the value of all of your accounts, updated daily. Quarterly, we provide a written comprehensive review and\u00a0analysis of all of the investment accounts we assist you with. And annually, we insist in meeting with you, face-to –<\/span>face,\u00a0to review all of your investment accounts, in detail.<\/p>\n

    *Diversification and asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment loss. Before investing, you should carefully read the applicable volatility disclosure for each of the underlying funds, which can be found in the current prospectus.<\/p>\n

    Investment advice is provided by Financial Guidance Investment Advisers Inc.<\/p>\n","protected":false},"excerpt":{"rendered":"

    At Financial Guidance Group, we believe no two investors are alike. In order to help each client meet their financial\u00a0goals, we implement a team-oriented approach to investment management and a client focused culture that is\u00a0fundamental to our investment process.   We start by asking you to complete our Risk Tolerance […]
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