Investment Planning
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- Risk Assessment
Every investor has a different level of risk that they are willing to accept in their portfolio. Over time, this acceptable level of risk changes. It is important, therefore to conduct an assessment of your risk tolerance and the risk in your portfolio periodically. - Tax Consequences
When investing, the rate of return (ROR), also known as return on investment (ROI), can be greatly affected by taxes. Taxes must be considered when choosing between alternative investment opportunities. - Asset Allocation
Asset allocation is the strategy used in choosing between the various kinds of possible investments, in other words, the strategy used in choosing in what asset classes such as stocks and bonds you want to invest.
Financial Services Investment Planning
Investment Planning
Listening and Asking the Right Questions.
Our information gathering process, whereby we sit down with you and listen to what is is you wish to accomplish, is the cornerstone of our success. We pride ourselves on our ability to ask the right questions and listen carefully.
Through our individualized one-on-one consultation, you'll gain comfort in knowing that we will custom tailor a specific plan to move you to your goals. Our custom plans ensure that your plans incorporate more of the options you need and avoid those you don't. And since we will never sell propriatory products like some of the larger investment firms, you can rest assured that those financial instruments we recommend are based on your needs not ours.
Dugan & Lopatka Financial Services, LLC104 E. Roosevelt Rd., Wheaton, Illinois 60187Phone: (630) 665-0914Fax: (630) 665-5030
DUGAN & LOPATKA FINANCIAL SERVICES IS NOT AN AFFILIATE COMPANY OF LPL FINANCIAL. SECURITIES AND ADVISORY SERVICES OFFERED THROUGH LPL FINANCIAL, A REGISTERED INVESTMENT ADVISOR, MEMBER FINRA/SIPC.
