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Are your investments working?
The ultimate goal of investing is to grow your money. Market volatility and a recovering economy may have curbed your investment growth or even stalled it. Or, maybe don’t have an appropriate mix of assets. Either way, is your portfolio performing well?
Shine a spotlight on your investments.
Your personal circumstances are always changing. Individuals continuously recalibrate direction based on life changes. Investments are the same way. As you have adjustments to your financial situation, personal goals and risk tolerance, your investment portfolio needs reevaluated as well.
At Lyke Financial we analyze your investment portfolio, determining what’s working and what areas need rebalanced.
- Excess risk
- High fund expenses
- Insufficient income
- Overpayment of taxes
- Poor equity / fixed income mix
Our trusted advisors are experts at refreshing your investments. We find the right mix of asset allocations that align with your goals and give you peace of mind.
A foundation of personalization makes the difference.
We get to know you first. Each client has a unique situation that deserves personalized time and attention. Our advisors review your portfolio with you and clarify factors that impact your investments.
Risk tolerance
Your willingness to accept risk (potential loss of value in the investment) in exchange for higher returns
Time horizon
How long will funds be in the market before you withdraw them
Goals
What is the plan for the money you earn
Once these parameters are established, we strategically structure your portfolio. Whether your investment preferences are conservative, aggressive or somewhere in between, our advisors formulate options that work for you.
The Bottom Line: We strengthen your investment portfolio. Contact an advisor today to get started!