Asset Allocation and Its Ever Changing "Mix"
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.
We operate in the best interst of the client, always putting you and your investment objectives first.
The cfd companies are members of both FINRA and SEC.
We intend to recruit and retain Advisers committed to placing the needs of their clients before their commission needs.
Our key strengths include our commitment to being a firm of integrity regardless of circumstances, our commitment to helping our advisers serve their clients in the manner we would like to be served if we were in their circumstances, and our commitment to placing our mission of helping people achieve their goals and objectives before the commission earned by our Advisers.
Creative Financial Centre
2704 South Goyer
Kokomo, IN 46902
Advisory Services are offered through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600.