Whether you are an experienced investor or just getting started, we can help.
In today’s market, there are many different processes and methods used by financial services companies when providing guidance. In addition, investors have option overload when it comes to selecting between asset classes such as real estate, insurance products, publicly traded securities, commodities, forex and private securities.
The vonApp way to assisting clients is built on a solid foundation of knowing and understanding their true needs. We take a custom approach to gathering information needs and providing a comprehensive plan designed specifically for you as opposed to selling a one-size-fits all product or service.
Here are a few questions worth considering before jumping into any investment:
1) What are your overall objectives? Do you seek capital appreciation, asset protection or current income?
2) How much risk are you willing to take on in order to achieve your objectives?
3) Timeframe – When will you need access to your principal investment again?
4) How much time and energy do you have to manage your investments?
5) Asset allocation – how are the assets in your portfolio currently allocated between investment types?
Knowing and understanding the answers to these questions are key to creating a custom financial plan tailored to your needs.
For an initial consultation at no charge, call us at (801)560-8540 and begin maximizing your opportunities with vonApp.