Cherry Hill Office
1800 Chapel Ave West, Suite 200
Cherry Hill, New Jersey 08002
856.488.2806
Radnor Office
150 North Radnor Chester Road
Radnor, PA 19087
Philadelphia Office
2005 Market St #4
Philadelphia, PA 19103
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Investment Planning

At Wealth Pilot Financial, our approach to investment planning involves an analysis of your current position in order to give us a starting point to move forward from. We know that achieving meaningful and long lasting financial independence requires sound investing. A disciplined, and structured approach that is tailored to assist you in helping meet your individual goals and objectives. Our primary role in your investment planning is to understand your situation, and then to provide you with the information, advice and solutions you need to make empowered decisions that will hold financial independence as their core tenet both today and in the future.

Our structured approach is designed to help you in meeting your financial independence objectives and it proceeds through six integrated levels of analysis:

  1. We identify, collectively, your objectives which typically include: Financial Independence and Security, Income Goals, Education Funding Needs, Gifting to Community and Family Survivor Income.
  2. We evaluate your risk capacity, time horizon, and inflation protection aspirations: As an investor you have a unique comfort level when it comes to risk. Various investments are suited for different holding periods, and, of course some investments historically have outperformed inflation while others have failed to keep pace. That’s why we first evaluate your sensitivity to risk, investment time horizon and inflation protection needs before we recommend your appropriate options.
  3.  We determine your level of Tax Sensitivity: Income taxes continue as an ever-increasing concern to all investors. Throughout our planning process, we help you to determine the appropriateness of tax-free income, tax-deferred accumulation and tax location alternatives.
  4.  We analyze your current portfolio: It is important to determine if your current portfolio is adequately structured to effectively help meet your needs and objectives. Your portfolio design should be based on a clear understanding of your current prioritized objectives, capital availability, cash flow and impact of your desired assumptions. Our models are developed to evaluate the probability of your current portfolio helping achieve your lifetime goals.
  5.  We determine your Current Asset Allocation: There is substantial evidence that your asset allocation decision today will be one of the primary factors that will determine the future results of your investment program. Our approach encourages you to combine a long-term philosophy with a well-diversified portfolio.
  6.  We identify and Recommend Investment Alternatives: Based on the information you supply, and financial independence analysis we will make succinct recommendations tailored to your needs and goals. We want to enhance your investment position and increase the probability that will help you achieve your financial independence aspirations.