Financial planning is personal

so your plan should be unique to you.

Without planning one could be left aiming at a moving target, or worse, no target at all. At Head Investment Partners, our planning process isn’t a one-time experience resulting in a 100-page bound report destined to collect dust in your file cabinet.

For some, planning is often a simple process of identifying current assets and goals a few years down the road. For others, a more comprehensive and involved program is needed. Ultimately, planning will provide us with an understanding of who you are, what you’re trying to achieve, and a deeper understanding of your investment personality and experience.

No matter where you are today, it all begins with a plan.

Planning is:

Identifying needs and goals

Setting expectations

Education

Risk Management

Aligning your goals and your investment portfolios

Planning is not:

A one-time event

Just about returns

One size fits all

Planning may involve:

Key milestone events (weddings, college, retirement)

Legacy

Philanthropic planning

Engaging an attorney

Planning should also include:

Comprehensive review of all current assets

Existing insurance coverage and potential gaps

Beneficiary designations and asset ownership/titling

With more than 100 years of collective experience, our team embraces a client-first culture and focuses on building genuine relationships that last.

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Reliability of Sources The articles and opinions expressed in this document were gathered from a variety of sources, but were reviewed by Head Investment Partners,LLC prior to its dissemination. All sources are believed to be reliable but do not constitute specific investment advice. In all cases, please contact your investment professional before making any investment choices.

Return on Products The return assumptions are not reflective of any specific product, and do not include all fees or expenses that may be incurred by investing in specific products. The actual returns of a specific product may be more or less than the returns used. The Standard & Poor’s 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general. It is not possible to directly invest in an index. Financial forecasts, rates of return, risk, inflation, and other assumptions may be used as the basis for illustrations. They should not be considered a guarantee of future performance or a guarantee of achieving overall financial objectives. The return and principal value of the investments will fluctuate so that, when redeemed, they may be worth more or less than their original cost. Past performance is not a guarantee or a predictor of future results of either the indices or any particular investment.

Opinions Opinions expressed are subject to change without notice and are not intended as investment advice or a solicitation for the purchase or sale of any security. Please consult your financial professional before making any investment decision.

Securities offered through Triad Advisors, LLC (Triad) member FINRA/SIPC. Investment Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory). Triad and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad and Osaic Advisory.

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