SERVICES

Investment Portfolio Management

For Government Employees and Contractors

At Good Life Financial Advisors of NOVA, we specialize in helping government employees and contractors make sensible investment decisions. We carefully vet each asset before it’s added to your portfolio. We only include it for you if it meets our criteria and your preferences.

With our team of highly qualified specialists, you don’t have to worry about the ups and downs of the market – we’ve already done the worrying for you and built a plan to address it.

Want to see if working with us is right for you?

Click below to schedule a chat with us.

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HOW IT WORKS

Common questions about Investment Portfolio Management

Financial portfolio management is a service that helps you grow your investments and minimize risk.

It involves both stock portfolio management (we help you pick the right stocks to grow your money) and personal portfolio management (we create a custom plan for you to reach your financial goals).

Working with a financial advisor for portfolio management starts with an initial consultation. During this meeting, the advisor asks you about your financial goals and life situation.

Then, they develop a personalized investment strategy to help you achieve those goals. After this, the advisor provides regular reviews to ensure that your investments are on track and make adjustments as needed.

Choosing the right investments for your portfolio depends on your risk tolerance and investment objectives. A financial advisor can help you choose the right investments by analyzing market trends and individual investments. They can also help you diversify your portfolio to manage risk.

Diversifying your portfolio means investing in different types of investments. This can help manage risk because if one investment goes down in value, others may go up. A financial advisor can help you diversify your portfolio by choosing a mix of investments that match your risk tolerance and investment objectives.

Inflation and market volatility can impact the value of your investments. A financial advisor can help you manage these risks by choosing investments that are less impacted by inflation and market volatility.

Who we work best with

We’re not the right fit for everyone. If you are looking for the next big stock idea or if your idea of investing is loading into crazy momentum stocks or cryptocurrency, we may not be the right fit for you. We are also not the low-cost provider – our focus is on providing high-quality, personalized service.

However, if you’re government contractor or employee/retiree who:

  • Has accumulated assets of $500,000 or more
  • Want to partner with a pro instead of sorting out complex jargon yourself
  • Are looking for a team of experienced professionals to help you achieve your financial goals

We can definitely be useful to you.

Want to see if working with us is right for you?

Click here to schedule a time to chat:

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