In creating your individual Investment Plan, the professionals at the Affolter Financial Group Inc. build on the knowledge we have gained in preparing the other elements of your personal Financial Plan. We consider your individual risk tolerance, your needs for future growth and income, and your personal viewpoints.

Only after we understand your situation completely will we move to recommend an Investment Plan for you. We have no axe to grind, no house products to sell, no quotas to meet. Depending on your needs, the plan can include specific investments or simply identify generic classes of assets for you to invest in. Based on the recommended asset mix, we will help you to understand how the portfolio might perform in the future, both in terms of great years and bad years and the range of the average in between.