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About:
Glenn D. Woody, CFP
President
151 Kalmus Drive, Suite C-150
Costa Mesa, California 92626
www.planretire.com


Purpose:
Our investment goal for each client is to obtain a reasonable rate of return consistent with the client's financial needs, risk tolerances, and constraints. Our investment approach is specifically tailored to each client's unique circumstances. We believe we can best achieve these objectives by utilizing a carefully selected and diversified group of no-load mutual funds.

Services:
Establishment of meaningful investment objectives and guidelines and restrictions based on the individual client's acceptable level of risk.
• A written Investment Policy Statement that will provide the "road map" for ongoing investment management and review.
• Initial and ongoing asset allocation within the limits of the Investment Policy Statement.
• Establishment of a relevant benchmark against which to evaluate the success of the investment program.
• Selection of the appropriate no-load mutual funds with which to implement the investment program.
• Ongoing investment management of portfolio assets.
• Evaluating and reporting investment results using appropriate benchmarks.


Contact:
Glenn D. Woody, CFP
President
email gwfc@planretire.com
ph. 714/850-0534
fax 714/850-0934