At Central Investment Advisors, getting to know you and understanding your short and long-term goals is our first priority. Together, we'll create a customized financial plan to address your current financial state, with your future in mind. Understanding investments can be tough; that's why you have us.
We'll help you sort through the many options available to create a unique and thriving investment strategy, including a diversified portfolio of investments to help increase potential returns and manage risk. Best of all, if you have questions, we're here to answer them when you need us. Our advisors live right here in your community and are always willing to talk through the ups and downs of the market.
We'll help you sort through the many options available to create a unique and thriving investment strategy, including a diversified portfolio of investments to help increase potential returns and manage risk. Best of all, if you have questions, we're here to answer them when you need us. Our advisors live right here in your community and are always willing to talk through the ups and downs of the market.
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Financial planning is more than simply allocating assets according to a pre-determined formula. It's about lifestyle choices and goals beyond a simple balance sheet. A truly satisfying retirement lifestyle includes enough money to pay for purchases and activities that go beyond your basic needs. This plan helps identify your unique goals, including the needs you must have, the wants you would like to have, and the wishes you dream about.
Historically, the investing process has worked something like this: you identify goals, then lump all your discretionary assets into a single portfolio or "bucket." Progress is gauged by how well the strategy performs against market benchmarks over time. Goal-based investing examines your goals and assigns each a separate investment strategy relative to the goal's importance, time horizon and level of risk with which you are comfortable.
Budgeting can seem overwhelming. Beyond organizing and record keeping, you have tough decisions to make and goals to establish. The reason for creating a budget is to control spending. Check out our helpful budgeting worksheet!. It is important to learn how to spend less than you earn and concentrate on reaching your objectives.
When it comes to planning for your retirement, there are many factors to consider - saving and investing options, inflation, Social Security benefits, your longevity and health care expenses, as well as where you want to live, if you plan on working in some capacity and for how long. This guide details two key elements - saving as early as you can, and saving as much as you can - that make a big difference on your future retirement.
People spend a lot of time and effort building wealth, often without thinking about why. Along with distributing financial resources, your legacy should demonstrate your core values and guiding principles of life. The first step toward reaching your goals is finding the right advisor to help get you there.
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