Investment Management

Planning is a map, and investments are the vehicle.

Our investment philosophy is based on your retirement goals and an objective mindset to secure long-term success. We do not take for granted the trust you place in us when building your investment portfolio. The market can be volatile at times which is out of our control. However, there are things we can control:

  • Reducing Expenses
  • Diversifying Portfolios
  • Minimizing Taxes
  • Staying Disciplined

At Benold Financial Planning, we use an evidence-based approach to investing that consists of low-cost mutual funds/ETFs and a diverse asset mix. We construct and monitor your total portfolio, including IRAs, Roth IRAs, employer retirement plans, and brokerage accounts. Next, we design a portfolio with a diverse mix of stocks and bonds, allocating them in a tax-efficient manner.

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We are not stock pickers! Markets change, and so do your needs. When we make asset recommendations, they are based on your needs and risk tolerance for the long run. We will help keep you on the path to success by communicating what we see in the markets today.

Financial Planning Process

1. Schedule Consultation

The process begins with establishing a relationship between the client and Benold Financial Planning, with an informal initial consultation. Your financial planner will explain their financial planning services.

2. Plan Creation

You've gathered the relevant information, now it's time to analyze it and create a financial plan. The plan will include specific action points for your personal goals such as cash flow analysis. income tax planning,

3. Implementation

With a plan in hand, both parties will carry out the recommendations thereby putting the plan into action. Various items may be carried out at varying time frames.