Personal Financial Planning* : The Feldman Agency

Personal Financial Planning*

“Most people have two problems…first to accumulate and then…to conserve”
- Ben Feldman

These days, nearly everyone has investments (if only inside their employer retirement plan.) However, few have an investment strategy. Of those who do, it is rare that it is built around their individual needs and objectives. At The Feldman Agency we work closely with our clients to create an investment plan** using strategies based on our client’s goals.

Building an investment strategy involves reasonable expectations of return coupled with an appropriate tolerance for risk. An investment strategy looks beyond the traditional three asset*** classes of stocks, bonds and cash. Whether you aspire to fund a child's education, leave a lasting legacy or retire in a financially secure manner, a good investment strategy begins with clarity of purpose.

Having investments is not the same as having an investment strategy!

*Wendy Feldmanis a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser
**Investment plans and services offered through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency
***Asset allocation does not ensure a profit or protect against a loss, but is intended to help you manage your goals and risk tolerance.
**** Neither The Feldman Agency nor Eagle Strategies LLC, provides tax, legal, or accounting advice. Please consult your own tax, legal, and accounting professional before making any decisions