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Investment Planning

We can help navigate the world of investment management and put together a portfolio that considers your risk tolerance, time horizon and goals. Knowledge is empowering, so we work to help you gain the necessary knowledge and understanding of the principles and strategies of investment management to feel comfortable with investment decisions. Through our relationship with LPL Financial, one of the nation’s leading financial services companies, we can provide access to quality investment planning strategies. LPL Financial believes being independent, unrestricted is the only way to provide exceptional advice. The structure of LPL Financial — not having proprietary products, investment banking, or market making facilities — provides the backdrop for client-based decision making.  By being independent with Elite Wealth Planners, we recommend only those products and services suitable for our client’s needs without the interference of proprietary products, quotas, or pressure to “sell” products.

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">General principles of Investment Planning include:</span>

General principles of Investment Planning include:

  • Education regarding characteristics, uses and taxation of investment vehicles 
  • Review and determine suitable investment risk
  • Asset allocation and portfolio diversification 
  • Portfolio development and analysis 
  • Customized investment strategies
  • Active Portfolio Management solutions (fee based) 
  • Alternative investments

Investing involves risk including the potential loss of principal. No investment strategy, including diversification, can guarantee a profit or protect against loss.

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