The term investment covers such a wide variety of products; it’s really tough to even define the term. The same could be said for the term investing. All too often we see a “one-size fits all” approach to investing when in fact it is a much more unique.
At Wayne Messmer & Associates, we believe there is more to investing that stocks, bonds, and mutual funds. And, not one financial plan is the same, nor all investments are right for everyone.
Take these analogies:
Cars back then:
Computers back then:
Medical Practices Then:
Medical Practices Now:
It is obvious that as the times’ change, there are advancements and progressions made with everything we do. It is no different to investing. Then why is Wall Street still selling the same old way of investing?
At Wayne Messmer & Associates, you will get a fresh look at financial planning using the real and relevant information to adjust your portfolio. Therefore, you will get a more in-depth look at your financial plan and will achieve true asset class diversification not just dispersing your risk amongst some mutual funds.
If you are interested in speaking with one of our advisors, please fill out the form below and we will be in touch shortly.