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Investment Planning

Evoy Financial Group LLC believes investment planning is a crucial step in the overall financial planning process, but it isn’t nearly as effective without the other steps in the financial planning process. As a result, we don’t view the investment planning process as the only piece of the puzzle, just one integral piece. Studies have shown that a substantial portion of an investment portfolio’s results have historically been determined by the overall asset allocation of the portfolio and only a small portion has been determined by individual security selection.

Some of the investment planning areas where Evoy Financial Group LLC provides advice are:

  • Investment asset allocation analysis.
  • Tax deferred versus non-qualified investment account mix analysis.
  • Investment account rebalancing strategies.
  • Investment income strategies.
  • Investment account withdrawal strategies.


Asset allocation does not ensure a profit or protect against a loss.

No strategy assures success or protects against loss.

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.