Monitor your Progress

Monitoring your progress is the last step in Stifel’s four-step financial planning process. When combined with a comprehensive financial assessment, diversified asset allocation, and a customized investment strategy, regular monitoring of your portfolio is a crucial key to your long-term investment strategy.

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Develop your Investment Strategy

The third step of Stifel’s financial planning process is to develop your investment strategy. With thousands of investment managers available across a wide variety of security types, Bob will help you sort through appropriate options to execute your custom investment plan.

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Define your Asset Allocation

The second step in Stifel’s financial planning process. Your asset allocation is important to the investment selection process and can have a significant impact on your investment portfolio and financial plan. While asset allocation does not ensure a profit or protect against a loss, a proper asset allocation always balances your comfort with investment risk with your desired investment returns.

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Assess your Financial Situation

The first step to creating your financial plan includes a comprehensive assessment of your current financial situation. Before developing your custom investment plan and selecting investment management options, it is crucial to have a complete understanding of your goals, financial resources, and risk tolerance.

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IRA Rollover Guide

Sooner or later, most Americans with retirement plans will be faced with receiving a distribution from their retirement plan and will need to make important decisions regarding how that distribution is handled. Bob’s IRA Rollover Guide explains how an IRA rollover may help you avoid significant taxes and fees.

Decisions to roll over or transfer retirement plan or IRA assets should be made with careful consideration of the advantages and disadvantages, including investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and your unique financial needs and retirement planning. Stifel does not offer tax advice. You should consult with your tax advisor regarding your particular situation as it pertains to tax matters.

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The Stifel Financial Planning Process

Because your goals are unique, your investment program should be just as personal. Stifel’s four-step financial planning process will help you formulate and document an investment strategy that’s appropriate for your needs and circumstances.

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