Investment planning
Every day, it seems there is another headline with concerns about the stock market or interest rates. This can cause you to wonder if your money is invested properly. That is not a feeling that makes you feel secure about your future.
Instead, your future can be secure and not predicated on what the stock market does tomorrow…or next month…or next year.
Managing Your Risk
That’s why at The Normandy Group, we help you achieve your goals while you stay within your chosen level of risk.
Our experienced team will work closely with you to help you achieve your investment goals:
- We’ll make sure we understand your situation, your goals, your preferences and your ability to tolerate risk
- We’ll help you create an investment strategy that meets your needs
- Once we have your approval, we’ll implement the strategy and keep it up to date
- We’ll share everything we do along the way, in plain English, so it’s easy to understand
- We’re always available to answer any questions you may have
Keeping You Up-to-Date
Because you are important, we prioritize keeping you informed.
- We’ll meet with you as often as you wish and at a minimum once a year
- Meetings are held in whatever format is most convenient for you: at our office, by video conference, or by phone
- We’ll return your emails and phone calls promptly
- We’ll provide reports to keep you up-to-date
Our comprehensive services are designed to help you feel more confident and in control of your future.