Wealth Building

Investments for Wealth Building

Investment management i​s the professional selection of various securities​ (mutual funds, ETFs, equities, bonds, and cash) and other assets​ (e.g., real estate)​ in order to meet your wealth building goals. Good investment management carefully balances your risk tolerance in relation to expected return on your portfolio. Peak Wealth Planning has a unique investment risk tolerance tool that is simple to use and easy to understand. Try it here.

INVESTMENT MANAGEMENT

Peak Wealth Planning's

SIX-STEP INVESTMENT MANAGEMENT PLAN

DOCUMENT GOALS & TIME HORIZON

IDENTIFY ACCOUNTS & RESOURCES

CREATE INVESTMENT PORTFOLIO

DEVELOP ASSET ALLOCATION

Investment Management Process

MONITOR & REBALANCE PORTFOLIO

AUTOMATE CONTRIBUTIONS OR WITHDRAWALS

Peak Wealth Planning will manage your investments in six steps:

 

  • Document your investment goals, risk tolerance, and time horizon

  • Identify your current investment accounts, real estate, and securities

  • Develop a target asset allocation (mix of stocks, bonds, cash, and other securities)

  • Create a recommended investment portfolio with securities appropriate for your situation

  • Monitor your investment performance and rebalance your portfolio

  • Automate your investment account contributions (if you are still working) or withdrawals (if you are in retirement)

 

Peak Wealth Planning employs a disciplined approach to portfolio management that allows you to ‘stay the course’ through market fluctuations and capture value from the market. Our investment philosophy is to take only as much risk in your portfolio as required to achieve your personal goals. Having investments with the appropriate level of risk and partnering with us to manage your investments will allow you to:

  • Have confidence that your investments are working to build wealth

  • Reduce your stress levels and stop worrying about the markets

  • Know that your retirement assets or college savings should be sufficient to meet your goals

Copyright 2019. Peak Wealth Planning, LLC.   

DISCLOSURES & LEGAL INFORMATION

Check the background of this firm and/or investment professional on FINRA's BrokerCheck.

Peak Wealth Planning

2723 Valleybrook

Champaign, IL 61822 

217-840-8401