EISENHART INVESTMENT PLANNING WEALTH MANAGEMENT SERVICES
Wealth Management Services
Think of your financial life as a jigsaw puzzle. Each piece of the puzzle needs to placed correctly to make a clear picture. Since all of us are unique and we all have a unique set of circumstances, you will need a program designed around your particular objectives, time horizons and goals.
If you are currently retired, you may benefit from an account that specializes in managing retiree's potential income gap. Our mission is to provide customized investment portfolios that account for inflation. Our income programs seek to grow your income and principal at the rate of inflation long-term. The key to long term success is creating a plan and a portfolio where you are able to live off dividends and interest without touching principal.
Growing Your Income and Principal
Most investors focus on loss of principal and never take into consideration what inflation can do to your purchasing power. Loss of purchasing power due to inflation can be even more devastating to your long term plan and mayaffect your future lifestyle if not managed correctly.
The Case for Buying Bonds
Bonds tend to trade counter to stocks, falling when stocks rise and rising when stocks fall. Therefore the addition of bonds to a diversified stock portfolio may temper fluctuations. This diversification is a desirable property of bonds. Bonds are also widely used to provide income.
The Case Against Buying Bonds
Bond values erode due to inflation and they can provide a low return on investment. The inflation problem is subtle occurring day by day, yet devastates a bond portfolio over a time. If inflation rises sharply, as in the 1970's, that damage can occur within a few years.
Asset Accumulation Programs
There is nothing more exciting than envisioning what the future can be. And, there is nothing more satisfying than watching the pieces of that vision fall into place. Reaching your investment goals takes planning and discipline. Through a variety of carefully chosen investments ranging from bonds, stocks andETFs just to name a few, we can design a comprehensive plan to turn your vision into reality. By answering a few questions and gathering some data from you we would be happy to put together a comprehensive plan to suite your needs.
NO comprehensive financial plan would be complete without:
With no allegiance to any particular insurance carriers, we are free to search dozens of insurance companies and design the protection programs that are most suitable to your unique needs.
- Long Term Care Insurance
- Life Insurance
- Disability Insurance
- Wills & Trusts
There are many factors of your personal life that will have an impact on your decision. By filling out a profile and setting a no obligation appointment I can help you sort out the right blend of income producing investments.