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Investment Services | Richmond, KY

Having a tax efficient investment plan will give you a head start, but this is only part of the equation. Building and protecting your retirement savings is critical to pursuing your goals, but the day-to-day investment management is complex and time-consuming. If you are going to professionally manage your IRA or 401k, you will need stock market research, asset allocation models, capital market assumptions, etc. However, if you are like most people this isn't how you want to spend your evenings and weekends!  

A solution is to use an experienced financial advisor * with an innovative approach to managing client portfolios, that combines financial advice and investment guidance. We strongly believe in the concepts of asset allocation, diversification, and active rebalancing. Each of these investment concepts is individually important, but it is the combination of these concepts that manages the overall risk and return of an investment portfolio.

Investment Services *:

  • All Inclusive Fee Based Investment Management Services

  • Custom Portfolio and Asset Allocation

  • Portfolio Rebalancing

  • IRA Rollover and 401k Rollovers

  • Investment Selection

  • Mutual Funds, Securities, Annuities, Retirement Accounts

Investments are a crucial part of any financial plan and a very important part of the 8 Wealth Management Issues process we use with our clients. Without a properly managed investment plan, reaching long term goals may be almost impossible for most people. We understand that there are many different investment options available but we can assist you in narrowing these choices and show you how to invest by designing an investment plan that works best for your specific investment needs.

As an investor, you need to understand your investment options. Thus, as an Investment Advisor we want to educate you about how to invest and what investment planning can do for you. Selecting a well diversified Investment Adviser can make a world of difference to an investor. A true Investment Adviser is someone who listens and makes recommendations. Whereas, a sales person tells you what you want to hear and pushes products and brands. We do not believe in the "sales" strategy.

*Investment and Financial Planning Services are offered by Tim Williams through his affiliation with HD Vest.