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Many decisions go into building a solid investment portfolio, one that will help you achieve your goals while letting you sleep at night. A solid portfolio should make you feel comfortable that:

  • Every single dollar is invested in something that you understand
  • You’re not paying more in taxes, commissions, or fees than is absolutely necessary
  • You are on your way to achieving your financial goals without taking on more risk

We know that in a well-constructed portfolio each investment should fulfill a specific function and should be right for your personal situation. As fee-only advisors we provide objective and unbiased recommendations you need to make informed decisions. At Westchase Financial Planning, we:

  • Thoroughly discuss your goals before making any recommendations
  • Look at the financial risks you are already taking before determining your appropriate level of investment risk
  • Review all your accounts to determine your appropriate asset allocation and asset location (which investments should be in which accounts)
  • Recommend real estate exposure you need to achieve long-term financial stability
  • Integrate tax planning with your investment strategy to ensure that more of your money works for you
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