Our Financial Planning Service

At P&H Asset Management, we begin your financial planning by listening to your goals. Together, we design an investment portfolio that accurately reflects your goals, time horizons, and level of risk tolerance. Our structured educational process results in a plan with an in-depth analysis of five key areas of financial planning:

• Tax Planning
• Investment Planning
• Retirement Planning
• Risk Management
• Estate Planning

Your portfolio can be uniquely structured to address your investment objectives, including: preservation of capital, generation of income, growth of principal, and tax efficiency. Recommendations may include non-conventional investments, such as alternative investments and other specialized tax and investment planning vehicles. Your portfolio is regularly monitored and reevaluated to ensure that it is consistent with your investment goals.

Professional Money Management
We study hundreds of opportunities, both public and private, benchmarking them against a rigorous set of criteria before we include them in a client’s portfolio. We emphasize setting the appropriate strategy, balancing risk and return, and then implementing it with the best possible investments.

Diversification Strategies
Here at P&H Asset Management, Inc., we incorporate a broad range of investment vehicles such as stocks, bonds, Mutual Funds, Exchange Traded Funds, Money Markets, Cash Management and CD’s directly into our financial strategies. 

Financial and Estate Planning
P&H Asset Management Coordinates with Legal & Tax Professionals allowing for a more efficient and holistic application of your investment strategy. By meeting with your CPAs, attorneys, and other professionals, we are able to work towards achieving a more comprehensive implementation and integration of your financial accounts, tax issues, and legal & estate planning needs.