FINANCIAL PLANNING

OUR PLANNING PROCESS

 

1.  GOAL IDENTIFICATION

 

Our first step begins with a thoughtful discussion and assessment of your specific needs and objectives. We work with you to set priorities for the both near and long-term goals, gaining a thorough understanding of your outlook and risk tolerance. We then develop an customized financial plan which aligns with your unique goals and objectives.

 

2.  ESTABLISHMENT OF YOUR FINANCIAL PLAN

Whether you are looking to create long-term capital growth, save for retirement, save for children's college expenses or purchase another home, we design a customized financial plan to help meet your specific goals.

 

3.  INVESTMENT STRATEGY

 

With your financial plan laying the groundwork, we next devise the proper investment strategy.  We will outline your goals along with the investment strategies chosen for them within a customize and personal investment plan.This plan will serve as our roadmap for expressing your risk/return objectives, specific investments, time horizon, tax considerations, and asset allocation.

 

4.  CONTINUOUS MANAGEMENT, MONITORING, & REVIEW

 

Investment needs and objectives can change, thus we schedule regular review sessions to make sure your financial plan and investment strategy are still aligned. 

 

ABOUT US

INVESTMENT SERVICES

HOW TO REACH US

Coral Springs 

7301 Wiles Rd

Suite 104

Coral Springs, FL 33067

Ph: (954) 345-2888

Em: info-coralsprings@fusioninvest.com

Dallas

100 Crescent Court

Suite 700

Dallas, TX 75201

Ph: (214) 270-2171

Em: info-dallas@fusioninvest.com

 

Fusion Analytics Investment Partners LLC is an SEC Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Fusion Analytics Investment Partners LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Fusion Analytics Investment Partners LLC unless a client service agreement is in place

 

To obtain more information about Fusion's Advisors click here 

 

 

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