How do you start investing? Am I in the right spot to start? Will I need a financial planner to help? Lots of questions surface when thinking about a financial jump like starting to invest. Investing is heavily centered around your future, and everyone has the same goal in mind: I want to make my future the best it can be. Let’s talk about investment management!

Who Should Start Investing? 

While there is not necessarily a wrong place in life to start investing, there are certainly times where it can benefit you, depending on your goals or plans for the future. 

Being focused on the future is a great place to start! Like we said, investing is thinking about your future and where your investments will take you in the coming years. Individuals who know what they are looking for and planning can benefit from investing. 

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However, we know investing can be expensive and take a lot of planning before starting. Young adults and young couples with newly disposable income should think about investing. They might have fewer bills and financial responsibilities at this stage in their lives and can think about taking this step! 

Families thinking about planning for education (possibly before even having kids) should also consider investing. Education can be a financial feat and having an investment plan to work through and save for these times later in life will allow for more growth and progress on your money.

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Working with a Financial Planner

As financial planners here at AO Wealth, we work through your investment management like we take all of our services: personalized for you! 

Investing is not for everyone, and all plans are not the same. It does not fit a mold that can shape every person or family’s lifestyle or financial situation. 

We manage your investments based on the risk you are comfortable taking to achieve your financial goals.

Our investment management is derived from your financial plan. By focusing on the net return to you, our hope is that you feel confident in how your money is invested amidst the ever-changing economic landscape. 

We have an experienced team that creates great balance for all of our clients. Each financial planner is in a different stage in their life as well and can provide insight to create the best management plan for you. We know so you don’t have to know. We take what we can from your plate to help you create that future you are still dreaming of!

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With AO Wealth, we want to make sure you have someone who can help you help yourself to stay accountable and consistent. Our online portal allows you to see your goal in progress and where your finances are in your personal stage. Money and spending can sometimes feel like it's hard to visualize and manage, so this is a great tool to let you remember your goals, where you started, and where you are headed. 

Advisory services offered through A.O. Wealth Advisory, LLC, a registered investment adviser.