Investment Planning in Orlando
The Best Investment Options for Your Needs
There are so many different types of investments – stocks, bonds,
mutual funds, real estate, and commodities to name just a few of the broader
categories. These investment properties each have different historical
rates of returns and investment potential. For example, there are over
63,000 publicly traded stocks and over 72,000 different mutual funds.
The process of selecting private investment deals is an intricate one
and should be handled by an investment planner.
To ensure that we are matching you with the best private investment plan,
we look at your:
- Risk Tolerance
- Time Horizon
financial advisors then compare the available options and recommend the options that fit
your specific investment management needs. Too often in today’s
world, clients are told exactly what they want to hear rather than what
they need to hear. To have a successful retirement income solution, your
private investment management must match your retirement needs for the
rest of your life.
Diversifying Your Investment Portfolio
The next step is to ensure that any investment is properly diversified.
In our view, a mutual fund typically presents the best, most cost-effective
option for diversification for the individual investor. A mutual fund
is typically made from around 100 to 200 different stocks, bonds, or both.
Our certified financial advisors utilize actively managed funds whereby
the underlying holdings change on a daily basis in reaction to the economic
conditions and fundamental research of the particular professional money
manager. Our typical client owns a variety of funds, each with different
If We Don't Own It, We Won't Recommend It
Nelson Financial Planning, we only recommend funds that we own personally unlike some other investment
firms. We select professional money managers that have been managing money
for an excess of 50 years – a track record that most simply cannot
match. Because we are a family owned investment agency, we have the complete
independence to select money managers and realty investors based purely
on their performance. In addition, we typically use “flagship”
funds at a particular money manager in order to have the longest possible
performance record and lowest underlying expenses. These flagship funds
typically have a minimum of 20 years of performance with some having at
least 70 years of performance.
When it comes to achieving your retirement income or retirement planning
goals, the performance of your investments matters most and is always
our utmost focus. To learn more about the investments our financial advisors
recommend and how we use those to meet your income, objectives, and needs, please
contact our Orlando office at (407) 629-6477 today to schedule a free conversation with an investment advisor.