InvestingGrowing what you have
We believe the markets work and that a passive, long-term approach is the best way to achieve investment goals.
We also believe that investing is not a stand alone financial activity, but rather a component of an overall financial plan. A well constructed financial plan with clearly defined goals, combined with a solid investment strategy, will provide financial success and peace of mind.
Minimize Fees and Taxes
In recent times, many investors have become sensitive to fees associated with investments and investment advice. However, investors often have difficulty understanding how fees are charged, who charges them, and how best to minimize them. Carrington Financial Planning helps clients understand today’s fee landscape so they can make informed investment decisions.
Investment returns can be significantly improved with proper tax management. Automated tax loss harvesting is one very effective technique now available to investors no matter the size of their investment accounts. Please contact us for a detailed explanation of our approach to providing low cost, tax-efficient investing.