Savings
Reaching your financial goals takes commitment and planning
A robust savings plan is the foundation to focusing your efforts and moving
closer to achieving your financial objectives. Akers Wealth Management Group
can help you plan and save for your most important life goals.
Our investment planning process offers you an effective way to identify your highest-priority goals and develop a savings and investment plan designed to provide you with the wealth you need to live your life the way you want. Instead of tracking your portfolio's performance against a standardized index, such as the S&P 500, we meet to review your progress toward achieving your financial goals on your own fully customized index.
Our process includes:
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| If your life goals change with time or if fluctuating market conditions alter your plan's results, our fully customized investment planning process offers the flexibility to make adjustments as necessary. |
Living well starts with a plan.
1 IMPORTANT: The projections or other information generated by eMoney regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
Based on accepted statistical methods, eMoney uses a mathematical process used to implement complex statistical methods that chart the probability of certain financial outcomes at certain times in the future. This charting is accomplished by generating hundreds of possible economic scenarios that could affect the performance of your investments. Using Monte Carlo simulation this report uses up to 1000 scenarios to determine the probability of outcomes resulting from the asset allocation choices and underlying assumptions regarding rates of return and volatility of certain asset classes. Some of these scenarios will assume very favorable financial market returns, consistent with some of the best periods in investing history for investors. Some scenarios will conform to the worst periods in investing history. Most scenarios will fall somewhere in between.