An experienced financial planner will help you understand the risk level of certain investment decisions.
Account for Risk
Most business owners don’t take into account the level of risk that they have in their own private business. When an investment portfolio is designed, the risk profile of the investor is analyzed to determine the type of investments to utilize. For most owners, your auto dealership holdings comprise a significant asset. As a result, your investment portfolio should incorporate that risk level into the selection of your non-auto dealership portfolio in order to properly balance your risk profile.
If you would like to learn more about financial planning, please contact Greg Clarke at (905) 633-6323