How Financial Planning and Investment Management Go Hand in Hand

Financial Planning + Investment Management

Financial planning and investment management need to be well-coordinated to beneficially serve the needs of individuals or families. In this video, S+HWM’s Senior Wealth Planner, Michael Mueller, lays out a solid foundation explaining how these two go hand in hand and what you should look for from your financial and investment advisors.

Portfolio Diversification

Once a strong financial plan is established, our investment advisors explore what type of risk a portfolio can assume. In this next video segment, Michael discusses how diversifying your portfolio might ease the risks posed in the market such as equity exposure, equity mutual funds and individual stocks.

As always, each advisor at Smith and Howard Wealth Management is available and ready to answer your questions on these or other topics related to investments and financial planning. Please call us at 404-874-6244 or email us here.

Unless stated otherwise, any estimates or projections (including performance and risk) given in this presentation are intended to be forward-looking statements. Such estimates are subject to actual known and unknown risks, uncertainties, and other factors that could cause actual results to differ materially from those projected. The securities described within this presentation do not represent all of the securities purchased, sold or recommended for client accounts. The reader should not assume that an investment in such securities was or will be profitable. Past performance does not indicate future results.