To provide each client with unbiased financial advice and a risk-adjusted
investment portfolio to fit their individual needs.  Eichner Financial Planning is
not affiliated in any way with any investment company or brokerage house.  The
only compensation we receive is directly from our clients.  We do not accept
commissions or any form of compensation from mutual fund companies or
brokers for recommending their products so serving your interests is our only
concern.

With more and more financial planning falling on the shoulders of the
individual, it is increasingly important that they understand the risks associated
with their investment options.  For example, every 401K plan has a limited
number of investment options, Eichner Financial Planning can help you
understand which of these investments represent the best risk-adjusted
returns and how they can be optimized along with your other investments.  
Among the questions we can help to answer are:

  • Is your portfolio truly diversified?
  • How risky is your overall portfolio?
  • Is the level of risk appropriate for the level of return you are realizing?
  • Is it possible to develop a more diversified portfolio of funds to deliver
    higher returns at lower risk from the choices available to you?
  • Are load funds better or worse than no load funds?
  • Are you better off investing in index funds versus actively managed
    funds that may be available?
Eichner
Financial
Planning, LLC
Our goal:
Our Goal