Investment Planning
Investing for your financial future means more than just understanding
the investment options that are available to you. You must
also determine what type of investor you are, your risk tolerance
and time horizon, and your overall goals and objectives.
As an initial step, a Dearborn & Creggs financial representative will sit
down with you to discuss your current financial situation
and your future goals. The questions are simple and straight-forward:
- Are you meeting your current expenses?
- Do you have discretionary
income to begin a savings and investment program?
- What
are your savings and investment goals (college funding,
home purchase, retirement income)?
Your answers create an investor profile that your Dearborn & Creggs financial representative can use
to help you make the appropriate investment decisions based
on your individual objectives.
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