Investment Planning

Investing is an important part of planning for the future.

Making your money work to achieve your financial goals is the dream for most investors. For investment planning in Oregon, many investors have turned to The H Group, to help them take care of their needs today and plan for tomorrow.

There are a number of factors that go into every good investment plan. The first step is taking the time to get a deep understanding of you as an individual, and your definition of success. Far too many investment managers skip this crucial step, and instead try to implement cookie cutter investment strategies. At The H Group, we take a different approach by first understanding our clients before creating a tailored investment planning solution to help them achieve their goals. Investment planning must always begin with understanding.

Our client families utilize investment portfolios that are designed based on their unique needs and then actively managed by professional advisors. No two clients are exactly the same, so why should their portfolios be the same?

We aim to deliver growth and results while managing risk based on your risk tolerance profile. More importantly, this risk tolerance must be reviewed regularly so it is consistent with your wishes and stage of life.

As you near retirement, your investments become incredibly important as a part of your overall plan. Our job is to regularly connect, review your goals, assess your timelines, and re-allocate your investments as needed. More importantly, our job is to educate you about how investing strategies can, should and will change over the years.

In addition, there are a wide variety of investment vehicles available to help you meet your individual goals. Choosing one over another can mean the difference between tax efficiency and a tax burden. We help navigate the sometimes muddy waters of investment vehicles so you can choose the one that’s right for you.

Investment planning doesn’t have to be confusing. For investment planning in Oregon and across the country, our team of CERTIFIED FINANCIAL PLANNER™ professionals are here to join you on the journey to plan now and for the future. Building an investment plan is so much more than numbers on a page. This is your family’s future. Care, understanding, and attention to detail come standard.