Personal and Comprehensive
Prepare Financial Plan
- Collect detailed personal and financial information
- Consider all of your assets and your tax situation
- Determine your long-term financial needs
- Understand your risk tolerance
- Assess estate planning strategies
Seek to Add Return and Minimize Risk
- Draft and implement investment policy
- Allocate among primary asset classes: stocks, bonds, cash
- Allocate within stocks: small/mid/large cap; value/core/growth style; international
- Utilize the expertise of Best of Class managers for separate accounts of equities and fixed income
- Select from mutual fund allocation portfolios; adopt hedging strategies if appropriate
Communication and Performance Review
- Simplify and manage your financial affairs
- Clearly articulate investment objectives and action plan
- Coordinate the assistance of other advisors
- Consolidated reporting
- Portfolio rebalancing, periodic reviews and adjustments as appropriate
Joslyn contributes a bi-monthly column to the Business Section of Main
Line Life newspaper.
CONVERSATIONS explores a variety of issues which drive our financial choices.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo,) which it awards to individuals who successfully complete initial and ongoing certification requirements.
Joslyn G. Ewart is a Financial Representative offering Advisory Services and Securities through Lincoln Investment Planning, Inc., Registered Investment Advisor, Broker Dealer, Member FINRA/SIPC. Entrust Financial, LLC and Lincoln Investment Planning, Inc. are independently owned and each is responsible for its own business.