PLANNING FOR RETIREMENT?
WE CAN HELP you get there.
Retirement planning is important. Yet, many people never do comprehensive, detailed retirement planning. A good financial advisor will make sure your retirement plan is updated at least annually. A knowledgeable financial advisor ensures the assumptions needed to create a successful retirement plan are realistic. Your goal is a successful retirement, which means having sufficient resources to do the things you want to do in retirement.
WE ARE PROFESSIONAL MONEY MANAGERS
We build low-cost, properly diversified investment portfolios that are appropriate for your age and risk tolerance. Our portfolios are managed by a Chartered Financial Analyst (CFA). CFAs are institutionally trained money managers. We include individual stocks for those clients who want them. Norwood Economics is a traditional value investor. We buy good companies when they go on sale. We look for companies with strong balance sheets that typically pay a dividend.
SCHEDULE A FREE PORTFOLIO REVIEW
Our free portfolio reviews show you how much you're paying and how you're invested. We use the latest software to show you what stocks your mutual funds own and whether you are properly diversified. Call
(317) 559-2333 to schedule an appointment.
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