Camden Planning employs a consultative process that focuses on understanding and meeting client needs. This process is designed to be goal-oriented and follows a comprehensive, four-step approach:
We will work together to determine your customized financial strategy:
We identify the most appropriate investment strategy through:
Risk/reward characteristics of asset classes
Correlation between asset classes
Next, with your input and approval, Camden Planning will begin building a portfolio of investment vehicles designed to address your specific needs:
Access to thousands of no-load, load-waived and institutional mutual funds**
Annuities; Both "Fixed" and "Variable**"
Unit Investment Trusts
Once your investments are in place, the process of managing and monitoring your portfolio begins:
Regular meetings and discussions
Active, ongoing portfolio reviews
Periodic, re-examination of your investment strategy
Consolidated, quarterly performance reports
*Investment Advisory Services offered through Eagle Strategies LLC, a Registered Investment Adviser.
**Securities offered through NYLIFE Securities LLC (Member FINRA/SIPC)
¹ Camden Planning Group, Inc., nor any of its employees are in the business of offering tax, legal or accounting advice. You should consult with your professional advisors for tax, legal, or accounting advice.
² Asset allocation does not ensure a profit or protect against a loss, but is intended to help you manage your goals and risk tolerance.
³ A strategy involving diversification does not assure a profit and does not protect against a loss in declining markets.