Understanding Diversification & Defining Investment Categories

"Don't keep all your eggs in one basket", but why?
An effective financial portfolio is a diversified one, find out what this means and why it is important with financial advisor Brian Evans, CPA/PFS.

Key Points:
- What is financial diversification?
- Disadvantages to not being diversified
- Benefits to your portfolio being diversified
- Overview of investment categories for constructing a diversified portfolio
- Real-world examples of clients that lack in portfolio diversification

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12 Topics Every Financial Plan Should Address
Discover with Brian Evans, CPA/PFS what a real financial plan or retirement strategy should look like.
Important topics in a plan include:

- Investments Management
- Insurance Assistance
- Long-Term Care Options
- Social Security
- Financial Planning and Cash Flow
- Tax strategies
- Real Estate