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Investment Planning

Regardless of the goals that we want to accomplish, the analysis and review of existing investments and recommendations to enhance and properly allocate client portfolios must first be undertaken. The advisors at North Ridge Wealth Planning can utilize the full range of investment choices available today, and depending upon clients’ needs, what is appropriate and in their best interests, we can implement as necessary. When appropriate, we use mutual funds, managed accounts, common/preferred stocks, and variable and fixed annuities, municipal, government and corporate-backed fixed income, REITS and other alternative investments classes and more, depending upon clients’ risk tolerance, need for such strategies and of course, how they dovetail with individual short- and long-term goals.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  (631) 420-4242