Broker Check

Investment Management

At PlanVest Financial, we recognize that each client is unique.  Before making investment recommendations, we take the time to: understand your family circumstances; current financial situation; dreams for the future; and tolerance for risk and time horizon.  We then design tailored-made investment strategies for you, which may include among others, some of the following securities: individual stocks, bonds, mutual funds, exchanged traded funds and alternative investments.

We monitor your investment portfolio on a regular basis and re-balance it periodically; taking into account tax implications.  Regular communication and monitoring allows us to adjust the strategy as your circumstances change or market forces may dictate.


The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives