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Do you have a plan or just a portfolio?

Here are a few questions to determine whether you have a plan or simply a portfolio.

  • “What is my retirement income?”
  • “Am I saving enough?”
  • “Does my retirement income planning account for sequence risk?”
  • “What’s my plan for long-term care?”
  • “Have I addressed my estate planning needs?”

These “questions” are all areas outside of traditional portfolio management that, if not addressed, have the potential to negatively affect your future or at least cause you undue anxiety. At Evans Investment Advisors, LLC (EIA), we have upfront conversations with our clients to define goals and objectives and to create a plan to reach them. We can also help you develop a sound investment strategy that is a vital part of the plan that will guide you down the path to success.

From accumulation to the distribution stage, EIA offers total financial planning that can help you be prepared for life’s uncertainties.

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