Investment Planning

Investing is a simple idea, but it can seem overwhelming for those in or at retirement. Growth and keeping pace with inflation are key, but each person's situation is different and that's why a customized investment plan and policy statement are critical, regardless of the size of your total portfolio.

Investing is more than value alone, it's your comfort level, your ability to feel confident that the money will be accessible when and if you need it. Retirement is not the time to experiment with your future, especially when you plan to live on the proceeds of the assets that you have invested in. Experience from a qualified and credentialed retirement planner is valuable, as we all need a professional opinion to clarify our approach and answer outstanding questions. At Resource Retirement Partners we take our role seriously and we take a process approach to investing on clients' behalf.  

We can review current positions, develop preservation strategies, and identify available resources for future needs. Many of those we serve come to us as active investors. Through our guidance and advice, we educate clients on how to best invest on a go-forward basis. We are available for complimentary consultations by appointment. Call today to schedule yours, call 704.943.2131 or email allie.hovis@rrphub.com  to set up an appointment in our office.