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At Breeden Asset Management we want to see our clients take ownership of their financial success. Below you will find some free calculators that will help you learn and understand your financial situation.
Once we know your feelings and time horizons, we will then show you the Generic investment classes that you should be making for any of your investment goals.
A different portfolio would be indicated if the goal is short term versus long term. A different portfolio still will be dictated if you ultimately need money in a lump sum to buy a car or put a new roof on your home, spread out over a few years to pay for college, or last a lifetime for retirement.
Think about each of your goals and complete the following form to the best of your ability.
The answers will be tabulated to arrive at the appropriate type of portfolio ranging from a conservative income portfolio, to an income, to a conservative growth, to growth, to an aggressive growth.
Correctly investing for your needs and goals based on your time frame likely takes more than one investment & portfolio strategy. Remember the phrase “Don’t put all your eggs in one basket?” This simplified illustrator from Creative Financial Designs, Inc. is our Investment Bucket Illustrator that helps advisers and clients visually see the concept of investing over multiple strategies. This illustrator is meant for starting the conversation and not specific to any risk or strategy recommendations.