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Investment Planning

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Investment planning is the process of aligning client goals with the right investment strategies.

Our Process:

  • Development of a personalized portfolio implementing a tax smart strategy
  • Strategize a suitable investment platform to be used as well as the type of investments. We’ll use Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs), Unit Investment Trusts (UITs), and alternative investments to tailor your portfolio to your needs.
  • Continued monitoring of your investments
  • Frequent meetings to review and evaluate your investment performance, update your financial objectives, and when necessary, reallocate your portfolio
  • Review allocations within your employer-provided retirement plans
  • Aggregate all of your accounts to ease client analysis

Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

 

Services and Solutions

  • Financial Planning
  • Situational Financial Planning
  • Investment Planning
  • Insurance Planning
  • Retirement Planning
  • College Savings Planning
  • Family Estate Planning
  • Business Planning

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: (847) 850-0560

Email: steve@mactavishfinancial.com

652 N. 1st Bank Dr., Palatine, IL 60067

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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC
Copyright 2019. All Rights Reserved.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, GA, IL, FL, ME, MO, MI and WI .

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

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