Investment Planning

Initially the process of investment planning entails taking a full inventory of the investments and real estate positions that you currently own, as well as any other listed or sellable securities. We complete this inventory as part of the overall retirement planning process. We analyze each position using sophisticated software, extracting information about their history, and potential future contribution to the overall portfolio. Next, we perform an asset allocation analysis, to compare your current portfolio to the target rate of return that has been developed through the planning process. Finally, we develop a list of recommendations that indicate which positions may be helpful to the overall portfolio, and which ones may need to be replaced, to bring the asset allocation inline with what is necessary to work toward your financial goals. Each portfolio recommendation is thoroughly explained, and then implemented.

The positions are monitored on an ongoing basis; the registered investment advisor and the client agree upon the period of review.

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Global Financial Planning Group, LLC - 3155 W. Big Beaver Road - Suite 123 - Troy, MI 48084
Phone: (248) 643-4820 - Email: info@gfpgroup.com

Securities offered through LPL Financial. Member FINRA / SIPC.

Investment advice offered through Global Financial Planning Group, LLC; a registered investment advisor and separate entity from LPL Financial.

The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states:

AL, AR, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KY, MI, MN, MO, NC, NM, NV, NY, OH, PA, SC, TX, VA, WA