Investment Objective and Time Horizon

What is does investment objective and time horizon mean and how does it relate to your portfolio and Financial Blueprint?
Adam Vansant answers these questions in this week’s educational episode.

 

Adam Vansant, AIF®, BFA
Vice President
Wealth Consultant
Email Adam Vansant here

Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth management and business consulting. Fi Plan Partners creates strategies in the best interest of their clients using both fee based investing and transactional investing.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.

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