Financial Focus

1903 Wright Place, Suite 150
Carlsbad, CA 92008
760-431-3040

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Investment  Planning Worksheets

The following worksheets present important information useful in helping you plan your investment strategy. Simply click on any of the worksheets below to be linked to an Adobe Acrobat document that may be printed out for your use.

  • The Asset Allocation Style Box – This document gives you more information on how investment professionals categorize various investments into groups. Review this document to learn the difference between a Large Cap Value investment from a Mid Cap Growth fund.
  • The Magic of Compounding – Want to see the impact of saving $100/month? Open this document to view a table highlighting how $100/month can add up to over a million given enough time and the right interest rate.
  • How To Structure Your Portfolio – This document highlights the Investment Pyramid. By structuring your investments in the manner shown in this document you portfolio can benefit from the advantages of diversification.
  • Asset Allocation Risk Worksheet – Are you a conservative or aggressive investor? This simple worksheet will help you classify your risk tolerance. Knowing your risk tolerance can be very helpful in determining how to invest your funds

Copyright 2009 - Financial Focus
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All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation to buy or sell any security or instrument or to participate in any particular trading strategy. Financial Focus is a Registered Investment Advisor. Securities licensed associates of Financial Focus are Registered Representatives of National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC, a Registered Investment Advisor. Investment Advisor Representatives of Financial Focus and NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Advisor Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Financial Focus and NPC are separate and unrelated companies.