Financial advice is plentiful. You can turn your television to CNBC or Fox Business. You can read the Wall Street Journal. You can subscribe to any number of slick financial magazines. Or you can log onto scores of investment websites. Stock brokers, insurance agents and financial planners all believe they have the answer to beat the market and secure your future.
No matter the source, you find that everyone touts their opinion as “the right answer” to your investment question. If you check these sources on a regular basis you’ve probably found that everyone has “a different solution” to your personal situation.
So how do you navigate through the chaos of opinion and choice?
Cedar Valley Wealth Advisors incorporates four vital components for your personal investment program: Financial Planning, Investment Advice, Asset Management and Performance Review. These four elements are the life-blood of our philosophy.
Since Cedar Valley Wealth Advisors sells no products, you can be sure our investment recommendations are focused on your needs, not on commissions. We are investors; not traders.
We work with you to determine your financial goals and provide specific advice that matches your investments to your goals. Bob’s knowledge of tax law as a certified public accountant is an important dimension to our services.
We manage your investments using low-expense, low-turnover, broadly diversified funds designed to deliver specific asset class returns.
We don’t “play the market.” We believe in the “long-haul” approach. In the words of Warren Buffet, “Never attempt to make money on the stock market. Buy on the assumption that they could close the market tomorrow and not reopen it for five years.”
We provide you with ongoing review and consultation.
“We don’t believe an investor should try to beat the market;
we believe an investor should BE the market.”