While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
Comprehensive Financial Planning
Our planning process can help you achieve your financial dreams.
We start by helping you identify your goals and evaluate where you are relative to those goals. We evaluate your options and recommend strategies to help you get where you want to be. We don’t stop there. We help you implement the recommendations.
Then, we continually monitor your financial situation to ensure you remain on track to achieve your financial dreams. Your goals remain the centerpiece of our recommendations and strategies.
When you plan with us, we not only deliver a physical binder with all the information we cover. We now are offering personalized digital platforms to all our clients so they can stay up to date in real-time with their investments. This allows us to keep you informed of changes to your portfolio and to assess projections and react quicker to the changes in your financial situation and give you complete awareness of what is going on.
If you’d like to set up a meeting to talk about Investment Watch performing our Comprehensive Financial Plan for you and your family, please give us a call at 1-888-350-4957 or email Donna Buchanan at firstname.lastname@example.org.
The first thing we do is LISTEN. We LISTEN to your goals, your objectives and your dreams for the future.
We talk about your comfort level with risk and the returns and savings you need to meet your goals. With your input, we put together a plan with manageable steps to meet your objectives and we review it every 6 months to make sure we are on track and make the changes necessary to stay there.
We have most investment vehicles, but that is not what we see as being most important. The most important step is meeting your goals whether it is college savings, retirement savings, setting money aside for that dream vacation and realistically it is probably all of the above at the same time. Once we have gathered that information, we will go to work to put together a plan to meet those objectives taking into account your time horizon for each objective and your overall risk tolerance. At the bi-annual reviews, we will make sure we are both on track with your plan and you are 100% comfortable with every aspect of the plan.
Retirement Planning is an ongoing process and these are the steps we follow to meet your Retirement Goals:
– We LISTEN to what your plans are for the future.
– We collect all of your pertinent financial data, i.e. – Savings, 401K, Social Security Benefits, Expenses.
– We utilize Interactive Retirement Planning software to input your financial data as well as your goals and plans for the future.
– We meet with you to review your plan in an interactive format. If you want to make changes to the Plan we prepared initially, we do so on the spot. This could include a longer time horizon, more or less savings, a change in social security earnings or the desire to leave money to family members or a favorite charity. We can show you the plan with each different set of variables and print each one out for you to take with you in a paper format.
– We meet every 6 months to review and revise your plan if necessary. Life Happens and our job is to keep you on your financial track.
Insurance and Annuity Products
This area of our business covers you for Peace of Mind.
We all feel invincible and that we will always be here to take care of our families, however, we must plan realistically. We can help you structure a plan to make sure your family is taken care of financially in the unlikely event you are not here to take care of them yourself.
Whether your concern is having insurance to cover your family through the years of college expenses or you want to set money aside to pass directly through to your heirs and avoid probate, we can help you every step of the way. If you need more specific legal advice, we work with a team of professionals from and we can refer you to an Estate Planning attorney, A CPA or whomever we need to involve to complete your plan. We act as coordinator and will even meet with these professionals with you if you chose so that we make sure the communication is clear and your goals are accomplished.
Ready to meet with a trusted Investment Watch advisor?
We provide free consultations to discuss your financial situation. We will
Check the background of this financial advisor on FINRA's BrokerCheck
Registered Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of CA, DE, FL, GA, MD, NC, PA, TN, VA, WI, WV, DC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge is not affiliated with Investment Watch, LLC