Financial Review & Plan Development

The question isn't at what age I want to retire, it's at what income. George Foreman Heavyweight Champion Boxer, Entrepreneur

Whether your goal is saving for retirement, a new home, or college, reaching your objectives typically requires more than just saving regularly. You should also have a plan that includes a mixture of investments.

While most people know the importance of regular investing, they frequently overlook the crucial role their investment mix plays in reaching their financial goals. Steps to keeping your portfolio properly balanced include:

Tip #1: Evaluate your current financial situation.

This includes your family situation, how much money you have accumulated, your financial objectives and target rate of return.

Tip #2: Determine your time horizon and income needs.

It's important to understand when your financial needs may change based upon the stages of your life – marriage, children, college planning, are all events to consider.

Tip #3: Match your investment mix to your goals.

Select your investment mix to reflect your goals, objectives and risk tolerance level. Review and adjust your portfolio regularly.


Washington Financial's Wealth Management Division can help you develop an appropriate financial plan that includes the right combination of asset types — stocks, bonds and cash — for your portfolio, given your time horizon and tolerance for risk. We offer a wide range of Investment and Retirement Planning Services. Contact our Wealth Management Division today and let us help you achieve your financial goals.

Did you know?

Washington County is home to 22 of Pennsylvania's 210 covered bridges.

Investment Services

Find out how our Wealth Management Division can develop the best financial plan to meet your needs.

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