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Investment Planning Services

Sculpt Your Financial Future

Sculpting Your Wealth with Precision Investment Strategies

Our approach to investment planning aims to go beyond the ordinary, crafting strategies that can support your financial growth and future security. Recognizing that each investor’s journey is distinct, we tailor our guidance to mirror your unique aspirations, whether you’re cultivating a robust portfolio, nearing the tranquility of retirement, or already navigating the post-career landscape. Our investment planning services are meticulously designed to propel your wealth forward, ensuring it aligns seamlessly with your broader life objectives.

Schedule a No Obligation Complimentary Assessment Today

“We have been clients of Jeremy and the Riverbend team for over two years. We continue to be very impressed with the financial planning expertise and customer service provided by Riverbend…”

– John Houck

“We met with Jeremy today for a free consultation. He is awesome! Gave us some great short-term and long-term advice on retirement planning. No sales pitches or pressure to use their services. We really felt like he just wanted to help us. Highly recommend!”

– Jean Hiers

“I highly recommend Jeremy & his team at Riverbend Wealth Management. This team is honest and conduct business built on integrity and a high level of customer service.”

– Daniel Grossi

Unlocking the Potential of Your Wealth

Experience the empowerment of having a bespoke investment strategy that not only nurtures your wealth but also aligns perfectly with your life’s milestones.

With us, investment planning is more than growing your assets; it’s about crafting a resilient financial ecosystem that supports your dreams today and preserves your legacy for tomorrow. 

Core Values of Riverbend Investment Planning

Personalization

Crafting investment strategies that are as unique as you, tailored to meet your individual goals, risk tolerance, and financial timeline.

Diversification

Spreading investments across various asset classes to mitigate risk and capitalize on opportunities in different market conditions.

Adaptability

Remaining flexible to adjust strategies in response to market fluctuations and life changes, ensuring your portfolio continues to align with your goals.

Discipline

Maintaining a long-term perspective and a disciplined approach to investing, avoiding reactive decisions based on short-term market movements.

Transparency

Providing clear, straightforward advice and keeping you informed about your investments and how they contribute to your overall financial plan.

Comprehensive Services for
Strategic Investment Planning

Asset Allocation

Designing a balanced mix of investments to match your risk tolerance and goals.

Portfolio Management

Ongoing oversight and adjustments to your investment portfolio to help optimize performance.

Risk Assessment

Evaluating your financial situation and tolerance for risk to inform investment choices.

Market Analysis

Leveraging in-depth market research to identify opportunities and potential risks in your investment strategy.

Retirement Planning

Integrating investment strategies that are designed to support your desired lifestyle in retirement.

Tax-Efficient Investing

Structuring your investments to help minimize tax liabilities and enhance returns.

Wealth Preservation

Implementing strategies to protect and sustain your wealth for future generations.

Estate Alignment

Aligning your investments with your estate plan to address your goals for your lifetime and your legacy.

Education Savings

Utilizing tax-advantaged investment options to fund educational goals.

Performance Monitoring

Regularly reviewing your investment performance against benchmarks and adjusting as needed for growth.

Investment Planning for Every Financial Vision

We understand that each financial vision is as unique as the individual behind it. Our investment mastery lies in customizing strategies that not only aim to achieve your specific financial aspirations but also adapt to the evolving landscape of your life and the markets. Whether you’re building an empire, transitioning to retirement, or securing a legacy, our team is at your service, helping to turn visions into reality.

Investment Planning for Business Owners

Catalyzing Business Owner Success

For entrepreneurs, your investment strategy can be a pivotal tool in supporting your enterprise’s expansion and your personal financial freedom. We strive to deliver innovative solutions that can contribute to your business’s financial strength while simultaneously considering your personal investment goals.

Charting a Prosperous Pre-Retirement Journey

As retirement approaches, strategic investment becomes increasingly critical. We specialize in assembling investment portfolios that balance growth with risk management, preparing you for a future where prosperity and peace of mind coexist.

Investment Planning for Pre-Retirees

Enriching Retirement with Strategic Investment

Enjoying your retirement should come without financial worries. Our focus shifts to optimizing income generation from your investments, aiming to support your wealth’s continued growth and provide you with the lifestyle you’ve envisioned and worked hard for.

Why Choose Us

Our seasoned advisors not only deliver experience but also genuine empathy and personalized engagement, striving to thoroughly recognize and value your unique visions, goals, and worries. We aim to transcend traditional wealth management and investment planning, embarking on a collaborative journey to meticulously craft your financial legacy.

Fiduciary

As a fiduciary, we are legally and ethically bound to put your interests first, above anyone else’s, including our own.

Fee-Only

We are paid directly by you and do not receive commissions. We are required to provide objective advice.

Experienced

Our team, led by Certified Financial Planner and Certified Investment Management Analyst Jeremy Finger, has decades of combined experience helping clients achieve their financial goals.

Customization

Every person is unique and deserves a tailored plan that matches their specific needs and objectives.

Partnership

As a partner of Fidelity Investments, we have access to a wide range of resources, research, to support our clients.

Let's Build Your Future Together

Our goal is to help your goals become a reality. Connect with Riverbend Wealth Management and explore how our wealth management services can redefine your financial horizon. Together, let’s unlock the door to enduring financial tranquility and success.

Schedule a No Obligation Complimentary Assessment Today

Frequently Asked Questions

Investment planning services encompass a comprehensive approach to managing an individual’s or entity’s investments. This service involves strategizing to build a diversified investment portfolio tailored to the client’s financial goals, risk tolerance, and time horizon. Key components include asset allocation, risk management, and ongoing portfolio monitoring and adjustment to optimize returns and meet financial objectives while minimizing risk. Through investment planning services, clients receive personalized advice and strategies aimed at enhancing their wealth and achieving their long-term financial objectives.

An investment planner is a financial professional who assists clients in creating and managing a strategic investment portfolio. Their primary role includes assessing the client’s financial goals, risk tolerance, and investment timeline to craft a tailored investment strategy. They focus on asset allocation, diversifying investments to balance risk and return, and regularly reviewing and adjusting the portfolio in response to market changes or shifts in the client’s goals. Additionally, investment planners offer guidance on tax-efficient investing, retirement planning, and wealth preservation to ensure a comprehensive approach to the client’s financial well-being.

Investing in the right financial planner can be highly beneficial. Financial planners provide expert guidance and personalized strategies that address your unique financial situation and goals. They can help you navigate complex financial decisions, identify tax-saving opportunities, and optimize your investment portfolio for long-term growth. Moreover, financial planners offer valuable insights into retirement planning, estate planning, and risk management, ensuring a holistic approach to your financial health. The value of a financial planner lies not just in the potential financial gains but also in the peace of mind and clarity they bring to managing your finances, making it a worthwhile investment for many individuals seeking to secure and enhance their financial future.