Financial Planning

How often do you get in your car and head to a new destination without directions, a map or GPS? Just as driving without a map can get you lost, investing without a plan can hinder your ability to achieve the financial independence you want and the peace of mind you deserve. Whether you are in the accumulation stage saving for college or retirement, or in the distribution stage withdrawing from you portfolio, we can design a plan customized to your unique investment needs.

Because the issues surrounding your life stages are often intertwined, a carefully crafted, fully integrated and tax efficient plan is needed to bind the stages together. We follow a formal 6-step investment process : we review your existing situation, determine your phase and risk profile, prepare your investment policy statement, implement the investment plan, monitor and rebalance your portfolio, and report the progress of your plan.

Investment Management

One of the greatest benefits of working with The Alder Financial Group is the fact that we are more than just a money manager; we are your trusted partner and counselor. Through innovative financial analysis, accurate asset allocation, and long-term vision, we invest your portfolio with the same prudence as we would any member of our own families.

Over time, financial affairs become over-complicated and disorganized for many people. This is never more evident than when an investor has multiple accounts spread over different financial institutions. A better option is to consider consolidating your assets with one knowledgeable advisor who can provide you with a properly coordinated financial strategy. The investment professionals at Alder Financial Group come to truly know you and your goals, and thus our investment decisions are not generic. We believe in diversification as a proven strategy, and our investment philosophies center around pairing an appropriate level of risk with a rational method of achieving desired results. Our number one priority is ensuring you live life to the fullest and don't outlive your assets.

"Our goal is to simplify all of the complex financial issues in your life and to provide you with a clear roadmap to financial independence."

-AFG

The Alder Advantage

At the Alder Financial Group, we believe an organized plan that is executable is the key to investment success. One of the biggest mistakes an investor can make is to begin investing money without a detailed strategy. Our holistic approach integrates comprehensive financial planning with disciplined investment management, a combination that puts your needs in the forefront and puts you on the path to success. At our firm, we listen intently to your desires, design a plan that meets your goals, and then carefully diversify your money into a variety of security types according to the plan.