The Investment Process

1. Determine Your Risk Profile Through personal consultations with you, we will develop a personal profile of your individual investment needs and objectives, time horizon, and attitude toward investing. If needed, we will also conduct a full financial plan, including retirement analysis, tax planning, estate planning, and much more.

2. Develop Your Asset Allocation Policy
We will develop a personalized asset allocation policy based on the needs and objectives identified in your personal profile. This policy will be designed to help maximize your investment returns, relative to your risk tolerance, through careful, diversified allocation of your investments.

3. Implement Your Policy
Your asset allocation policy will be implemented by investing in a well-diversified portfolio that may span multiple asset classes and investment styles, depending on your situation. Assets within your portfolio will be managed by some of the country’s preeminent money management firms, many of which are not accessible to individual investors.

4. Monitor and Rebalance Your Portfolio
Your investment portfolio will be carefully monitored on an ongoing basis to ensure that it remains consistent with your agreed-upon asset allocation policy. If the relative value of investments in your portfolio changes enough to become inconsistent with this policy, we will reallocate funds within your portfolio as needed.

5. Report the Results
We will communicate with you on a regular basis and provide a comprehensive reporting package, such as account level performance reports and statements providing details of your account - including total asset value and a record of all transactions that occurred during the reporting period.

Please Note: Diversification helps you spread risk throughout your portfolio so that investments that do poorly may be balanced by others that do relatively better. Neither diversification nor asset allocation can assure a profit or protect against loss.




» Social Security Benefits » Medicare Benefits » Sr. Citizen Resources » CT Partnership for LTC Use this form to request additional information or an initial private consultation via phone or in person. (* = Required) Enter your message here* Check this box then click Submit	The Investment Process 1. Determine Your Risk Profile Through personal consultations with you, we will develop a personal profile of your individual investment needs and objectives, time horizon, and attitude toward investing. If needed, we will also conduct a full financial plan, including retirement analysis, tax planning, estate planning, and much more. 2. Develop Your Asset Allocation Policy We will develop a personalized asset allocation policy based on the needs and objectives identified in your personal profile. This policy will be designed to help maximize your investment returns, relative to your risk tolerance, through careful, diversified allocation of your investments. 3. Implement Your Policy Your asset allocation policy will be implemented by investing in a well-diversified portfolio that may span multiple asset classes and investment styles, depending on your situation. Assets within your portfolio will be managed by some of the country’s preeminent money management firms, many of which are not accessible to individual investors. 4. Monitor and Rebalance Your Portfolio Your investment portfolio will be carefully monitored on an ongoing basis to ensure that it remains consistent with your agreed-upon asset allocation policy. If the relative value of investments in your portfolio changes enough to become inconsistent with this policy, we will reallocate funds within your portfolio as needed. 5. Report the Results We will communicate with you on a regular basis and provide a comprehensive reporting package, such as account level performance reports and statements providing details of your account - including total asset value and a record of all transactions that occurred during the reporting period. Please Note: Diversification helps you spread risk throughout your portfolio so that investments that do poorly may be balanced by others that do relatively better. Neither diversification nor asset allocation can assure a profit or protect against loss.
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Kent Retirement Planning serves the communities of north central Connecticut and western Massachusetts, including Ashford CT, Bloomfield CT, Broad Brook CT, Canton Center CT, Coventry CT, East Granby CT, East Windsor Hill CT, East Windsor CT, Ellington CT, Enfield CT, Granby CT, Mansfield Center CT, Mansfield CT, Rockville CT, Somers CT, Somersville CT, South Windsor CT, Stafford Springs CT, Stafford CT, Staffordville CT, Suffield CT, Tolland CT, Vernon CT, West Granby CT, West Suffield CT, Windsor Locks CT, Windsor CT, Agawam MA, Bondsville MA, Brimfield MA, Brookfield MA, Chicopee MA, Feeding Hills MA, Granby MA, Hadley MA, Hampden MA, Holyoke MA, Indian Orchard MA, Longmeadow MA, East Longmeadow MA, Ludlow MA, Monson MA, Palmer MA, South Hadley MA, Southwick MA, Springfield MA, Sturbridge MA, West Springfield MA, Westfield MA, and Wilbraham MA. DISCLOSURES: All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities and investment advisory services offered through National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA.SIPC, and a Registered Investment Advisor. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Advisor Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Kent Retirement Planning Services, LLC, Professional Investors, LLC and NPC are separate and unrelated companies. The Informational Links section and the Featured Links page are provided strictly as a courtesy. When you link to any of the web sites provided, you are leaving this site. We make no representations as to the completeness or accuracy of the information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technology, sites, information and programs made available through this site. By clicking on the links above you will leave our web site and assume total responsibility and risk for your use of the site you are linking to.