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Recent Posts
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Beginner Steps for Aspiring Investors

Are you new to the world of investing and need support from an experienced team of financial professionals? Your investment strategy is simply your way of thinking about how you select investments in your portfolio.

First, start by thinking about what’s most important to you. Each person should have an individual approach to their investment strategy and the strategies that you select should align with your financial goals and help you to grow your overall wealth while also maintaining a level of risk that allows you to have peace of mind. This also includes careful consideration of your level of risk tolerance, which is typically different from one investor to another and can also evolve over the course of your life. Your timeframe, your level of risk tolerance and your end investment goal will also help you determine the level to which you want to be involved in selecting your individual investments.

A few simple steps can be taken for beginners, such as enrolling in a 401(k) match plan through your employer or setting up an IRA through a brokerage account, which gives you more opportunities than your 401(k).

While this is a great step for someone new, it is also recommended that you consult with an experienced and qualified personal financial expert to help you determine the most appropriate investment strategies for you.

At Shah Total Planning, we work hard to understand where you’re at now and to adapt strategies to help you cover those bases and protect your interests well into the future. We also know that your financial plans, strategies, tools and level of risk tolerance may evolve over time, which is why we set you up to have an ongoing understanding and connection with us so that you can adapt your strategies as needed.

Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more