A Disciplined Approach To Financial Planning
Knowledge is Power
Balzer Investment Management LLC uses a four step approach to help you work toward your financial goals.
Step One is learning who you are … as a person, a couple, a family, or a business. What is important to you and why. Where you want to go in life, and when the important milestones of your life will occur.
Step Two is developing a financial plan. Whether it is college planning, investing for retirement, living a successful retirement, or leaving a legacy to others you love, our planning process will help you turn your dreams into reality.
Step Three is writing an investment policy statement. Defining your goals, understanding your risk tolerances, and knowing your time frames helps us recommend a custom investment strategy.
Step Four is implementing the strategy and monitoring progress on a regular basis to account for changes in your life as well as adjusting to a complex, ever changing world. Give Balzer Investment Management LLC a call, to start planning for your future today.