At Verbeek & Associates, our approach to investment planning involves an analysis of your current financial situation in order to establish a baseline for risk, income and growth needs of the portfolio over time. We then take each client through a process to analyze what the appropriate investment design should look like for their personalized portfolio. This process takes into consideration: time horizon, personalized risk, taxes, income requirements, and return requirements. We know that achieving meaningful and long lasting financial independence requires sound investing. We also realize that sound investing occurs best when the client goes through their own personalized process, which allows the client to stay on course and make adjustments based on math and circumstances, not market headlines and fear. A disciplined, and scientifically structured approach is then used to tailor a recommended portfolio design to meet your individual goals and objectives.
Our primary role in the investment planning process is to understand your unique financial and personal situation. We then provide you with the information, advice and solutions you need to make empowered and informed decisions that will have financial independence and your personal objectives as the core tenet both today and in the future.
Our services in this area include, but are not limited to:
- Portfolio Analysis
- Portfolio Design
- Retirement Planning
- Retirement Plans Design (i.e. 401K, 403B, SIMPLE IRA, Defined Benefit,etc)