Shawn Hochuli has been a Professional Financial Consultant for over 17 years. Focusing on capital preservation and growth strategies for individuals, families, and business owners, part of his full-service approach to comprehensive retirement planning includes:
An initial thorough analysis of a client’s personal financial situation to help determine his/her long-term goals and objectives.
Construction of a properly diversified* investment portfolio that both fits his/her current life stage and directs him/her towards those goals and objectives.
The implementation of the investment portfolio through techniques that may include dollar cost averaging.**
Constant monitoring of the portfolio and rebalancing*** as necessary to be sure the initial asset allocation strategy both reflects the original goals and any life changes that may have altered the client’s long term objectives.
Shawn works tirelessly at both managing client portfolios and maintaining client relationships so they are always on the same page with regard to the investment performance and direction.
*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not ensure against market risk.
**Such a plan involves continuous investing in securities regardless of fluctuations in price levels of such securities. An investor should consider their ability to continue purchasing through periods of low price levels. Such a plan does not ensure a profit and does not protect against loss in declining markets.
***Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
No strategy, including asset allocation, assures success or protects against loss.