strategy-picozeman

Diffrent types of Planning

Investment Strategy

· Do you really have a structured investment strategy or do you just invest haphazardly in the latest investment fad?

· Do you know how to increase your investment returns and lower your investment risk through the use of the principles of the Modern Portfolio Theory of Asset Allocation?

· Is your asset mix appropriate for your short-term needs as well as your long-term goals?

· Do you adjust your investment strategy as your investment objectives change?

· Are your investments effectively overcoming the ravages of inflation and taxation?

· Do your investments accurately reflect your risk/reward profile?
Answers to these questions will be incorporated into a customized personal financial plan tailor made just for you. Unlike many other firms who call themselves financial planners, Pico Zeman does not market a product and then mass-produce a boiler/plate financial plan around it. Your Financial Plan is specific to your unique needs and will include the following:

· current and projected financial statements

· "what if" scenarios with different assumptions

· cash flow objectives

· retirement goals and tax-efficient ways to achieve them

· funding children's education

· protecting against the financial impact of premature death or disability

· implementation schedule with a time frame to follow.

Developing this plan with our consultants will be an eye-opening experience. You will see all the disparate areas of your financial life come together into a comprehensive, meaningful, integrated whole. All parts will work together like a well-oiled machine. You will see exactly where you are now, where you want to go, and, most importantly, how to get there. Any obstacles you face will be clearly identified. Most importantly, your personal financial plan is a living document that will be reviewed on a regular schedule and altered to meet your changing circumstances. Developing your financial plan with Pico Zeman is only the first step in a life-long relationship based on mutual trust.

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