Implementation
Putting your financial plan to work
The Investment Policy Statement provides a directive for us to implement your allocation
based on your chosen risk objective.
As part of your asset management plan, we strategize to lessen your potential
tax exposure through asset location and selection. Then, when you are
ready to begin withdrawing money from your portfolio we recommend the accounts
to draw from first to avoid paying penalties and unnecessary taxes.
Your specific investments
depend on such factors as your particular tax situation, risk tolerance, time
horizon, and account size. Investments may include the following:
Some portfolios are managed entirely with individual securities, while others may
consist entirely of mutual funds. Often, a mix is appropriate.
To learn more about the services SVA Plumb Financial can provide for you,
contact us at (888) 856-8801.