What is the best investment? It’s the investment that helps you achieve your goals. In summary, there is no one best investment. It varies from person to person, based on your personal financial goals.
However, if there is a secret to investing, it’s diversification. Are you:
Matching your risk tolerance and your ability to take risk compared to your goals?
Protected from taxes?
Protected from inflation?
That’s why we provide an objective unbiased analysis of your current investments and holding to determine if they are aligned with helping you achieve your goals.
Securities and investment management advisory services offered through Cadaret, Grant & Co., Inc. Member FINRA / SIPC
Financial Planning advisory services offered through Franklin A. Banfer, CFP® a Pennsylvania Registered Investment Advisor
Franklin A. Banfer, CFP®, Asset Planning Group, LLC, Asset Planning Tax Group, LLC, Asset Planning Insurance Group, LLC and Cadaret, Grant & Co., Inc. are separate entities