Invest

Your choices are of the utmost importance. We listen to what you have to say and develop a personalized investment strategy that works for you.

 

Investment Management

There are three phases of investment management::

1.  Pre-Investment Preparation -“The first step in our journey together involves walking you through a series of questions designed to help us determine what you want, when you want it, and what you are willing to go through to get there. Answering these questions is vital to designing a personal plan suited to your objectives. The agreed upon investment strategy we put in place is geared to your goals and your comfort zone. We strongly believe that key to a successful relationship is making sure you understand what you own and why.

Pre-investment preparation allows us to:

  • Determine your risk tolerance
  • Discover and defining your investment goals
  • Educate you on ways to achieve your goals
  • Develop an investment strategy

Our expertise at Vahanian & Associates allows us to offer insights into how different investment strategies, asset classes, and investment vehicles can be combined to complement your needs. We will point out the benefits and drawbacks of each potential strategy. This analysis and give-and-take process are some of the things our clients value most, and is a large part of what distinguishes our firm.

2.  Investment Implementation - We are a fee based investment advisory firm. Implementation of investment strategies can occur either on a fee-only basis, a combination of fee and commission, or commission only. Additional financial planning services are also provided on an hourly basis. As a consumer of financial services, you will undoubtedly want to know what your options are, and which one might make the most sense for your situation. This is a subject that we can review before making any final decisions. What is important here, is that you have a choice.


Investments offered include:

  • Stocks*
  • Bonds*
  • Mutual Funds*
  • Tax-Deferred Annuities (Fixed & Variable*)
  • Exchange Traded Funds*
  • Unit Investment Trusts*

*Securities offered through Royal Alliance Associates, Inc., Member FINRA/SIPC.
 

3.  Investment Independence -An important aspect of our firm is our independence. We offer securities through Royal Alliance Associates, Inc, a premier independent broker-dealer and a part of American International Group, a worldwide financial services and insurance leader. They work for us, while we work for you. We are free to make investment decisions based upon your needs and in your best interest.  Independence means there are not any proprietary pressures that could compromise the quality of the advice you receive.

Risk Management

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Protection against the unexpected is an important ingredient in your financial security. We engage in a full review of what you want to protect and how go about doing so by using various life, disability, and long-term care insurance options. Insurance can be employed to support your estate planning, business succession, income protection, and many family protection needs

Risk Management Subjects can include:

  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • P&C Insurance (We do not offer P&C insurance, but can help you inventory your current coverage)
  • Buy-Sell Insurance (Business Succession)

Contact Info

60 Railroad Place, Suite 104
Saratoga Springs, NY 12866
Tel: 518-583-0891
Fax: 518-583-1617
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Important Disclosure

Vahanian & Associates Financial Planning Inc. (“Vahanian”) is a registered investment adviser located in Saratoga Springs, New York.

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