Financial Services Topeka, KS Investment, life insurance. Coach Craig Financial Company Topeka KS

Investment Management

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“We walk you through the complexity of investments – call us today!”

Trusted Investment Management Solutions in Topeka, Kansas

If you want to build your wealth, you need to invest your money. Investing allows you to put your money in vehicles that can earn strong rates of return.

If you don’t invest, you are potentially missing out on opportunities to help increase your financial worth. Yes, you can also lose your money in investments, but if you invest wisely, the potential to gain money is higher than if you never invest.

Our team at GamePlan Financial can create custom investment strategies because we believe one size doesn’t fit all. Benefit from personalized investment management that considers your investment time horizon, attitude to take the risk, and the returns you require.

We have access to a wide array of financial products ranging from traditional stocks, bonds, and mutual funds to alternative investments and insurance products. We provide our clients with diversification not only of asset classes but also management styles.

Why Should You Invest Your Money?

Investing can be the first important step in achieving financial freedom. Savings can be a good starting point in investing since it provides the funds you need to buy different assets. However, investing goes one step further in helping you achieve your financial goals.

Here are the top reasons why investing is important.

Grow Your Money

Investing helps your money to grow. Most investment vehicles like shares of stocks, certificates of deposits, or bonds offer higher returns on your money over the long term. You can use your earnings to create more wealth over time.

Save For Retirement

As you are working, you need to set aside a certain amount for retirement. You can put this amount into a portfolio of investments, such as stocks, bonds, mutual funds, businesses, or real estate. When your retirement comes, you can live off funds earned from these investments.

Earn Higher Returns

If you want your money to grow, you need to put it in a place where it can earn a high rate of return. The higher the rate of return, the more money you will have. 

However, you need to know your risk appetite. Higher returns mean higher risk. That’s why talking to a financial advisor can help you assess your risk appetite.

Reach Financial Goals

Investing can help you reach your financial goals, whether big or small. If your money earns a higher rate of return than a savings account, you will be earning more money both within a faster period and over the long term. You can use these additional funds toward major financial goals, such as buying a property, or a car, or starting your own business.

Start and Expand Your Business

Investing is an important aspect when you own a business. Many investors want to support promising entrepreneurs and contribute to the creation of new jobs and opportunities. They love to create and establish new businesses and build them into successful entities that can give them a strong return on their investment.

GamePlan Financial

Our Approach to Investment Management

At GamePlan Financial, we don’t want to throw book knowledge at you. Instead, we work at building professional relationships. We know you work hard for your money, so we do the same. While we have a deep understanding of the financial world, we also know that your investment plan should be based on your personal goals and lifestyle.

Our financial advisors can educate you on risks and benefits. We can explain the different funds to you in layman’s terms. We can discuss with you values, growth, and timing. 

We fully understand asset allocation and its relation to your portfolio’s variability of return. We take into account some key factors such as investment time horizon, liquidity, and income needs. We value your dreams, and we want to help you achieve them through strategic management planning.

Why Choose GamePlan Financial

Benefit from our financial experience. Here are some of the reasons why you should trust us for your investment management.

Investment Experience

We offer investment advisory products and services that cater to your needs. Our investment advisors are among the most experienced in the market.

Approach to Investment Management

An established investment philosophy and process guide our investment management services. We focus on helping you preserve and grow your wealth.

Client-Centered

At GamePlan Financial, our client always comes first. We are in this business of serving others and making a positive impact on their lives. We have a passion for helping people and we enjoy building lifelong relationships with our clients by guiding them along their financial path.

Track Record as a Responsible Investor

We are responsible investors and take into account all financial considerations of the portfolios we handle. We seek to invest in those businesses operating in a responsible manner and with due diligence.

Meeting Your Investment Goals

There is great value in having your hard-earned money professionally managed. However, it sometimes gets delivered in the form of expensive products and confusing sales pitches.

At GamePlan Financial, we focus on preserving and growing your wealth to give you financial stability both now and in the future. Through our strategic investment management service, you have the comfort of knowing your money will work for you while you sleep.

As your dedicated financial advisors, we carefully develop an investment strategy for you based on your goals. We employ a disciplined, systematic process to manage risk and return- all backed by proven research and due diligence.

We believe that investment management can be understandable. When you understand your investments, will give you the confidence needed to be successful in any market cycle.

Whether you’re ready to retire or just jumpstarting your career, we are here to help. Our team will work with you to determine, navigate, and achieve your goals. We provide a sophisticated approach to your investment needs.

Call Us Today!

If you are interested in creating holistic financial planning for you, we encourage you to give us a call to schedule a no-obligation, initial consultation with us. Call us today to learn more about our financial planning services.

GamePlan Financial proudly serves all families and individuals in Topeka, Kansas, and the surrounding areas.