All rights reserved. This communication is strictly intended for individuals residing in the states of AL, AZ, FL, GA, IL, MA, MO, NC, NH, NM, SC, TN, TX, VA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC , a Registered Investment Adviser. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the flame logo in the U.S.A. Privacy Policy - © 2017 Commonwealth | Vassey Financial Planning & Investments | SENECA OFFICE: 140 BOUNTYLAND RD., SENECA, SC 29672 | 864.718.0600

INVESTMENT MANAGEMENT


Managing investments can be one of the most important aspects of retirement. Whether accumulating assets for retirement or spending those assets down to fund a happy retirement, taking on an appropriate amount of risk is an important step to understanding whether you can be successful or not. Part of understanding risk means balancing between your ability to take on risk and your willingness to take on risk. I'll help you understand the difference and build a portfolio that works for you. 


Investments can come from a number of sources and management of those assets can take on a number of strategies.


  • 401(k) 
  • IRA
  • ROTH IRA
  • Individual Stock Accounts
  • Passive Investment Strategies
  • Active Investment Strategies
  • Mutual Funds
  • ETFs
  • Required Minimum Distributions


This list is not all inclusive so if you don't see something here and have a question, contact me to find out more.