At Rutherford, we believe in building a relationship that goes beyond traditional financial planning, one that results in a more valuable financial life-planning experience. A skilled professional advisor provides individualised investment management and imparts the discipline that can better position you to successfully reach your long-term financial goals.
How Do You Achieve Your Long-Term Financial Goals?
A life-long approach to financial management within the context of an established relationship with your experienced financial advisor will most likely yield the successful wealth management and financial peace of mind that everyone desires.
With an appropriate customised plan, meticulous implementation, and discipline, sustained incremental growth can become your financial reality. Whether you’re a family man and/ or a business owner, our goal is to help our clients achieve success in all aspects of their finances.
What Does the Planning Phase Involve?
The planning phase includes analysing your financial goals and constraints, time frames and tolerance for risk and drawing up a realistic financial plan, which is then combined with a recommended investment programme. Medium-term saving requirements may take the form of a deposit on a house, a new baby, school, and university fees. Whereas retirement, wealth optimisation and estate planning are the mainstay of life-long plans.
Implementation focusses on the selection of appropriate products to create an overall financial portfolio that meets specific needs over time, while not losing sight of important long-term objectives.
In addition, a financial advisor should provide guidance in times of financial market downturns and expertise when tailoring a plan for your changing needs and circumstances. The wisdom and reason that an experienced financial advisor contributes to a relationship can prove invaluable in stressful situations. When left alone, investors tend to make emotional choices that impair their long-term returns and jeopardise their ability to realise a well thought out investment strategy. This is something that a Rutherford financial advisor will protect you against, offering you sound advice when it comes to your financial future.
Submitted February 28, 2017 at 01:54AM by Rutherford_Capital http://ift.tt/2liXLqg
