Trusted fiduciary-based advisors to help you build a Smart Investment Strategy
At 3 Rivers Financial Group, we take the guesswork out of investing. Whether you’re fine-tuning your portfolio or just getting started, we’ll create a personalized investment plan that aligns with your risk tolerance, time horizon, and financial objectives—so you can grow your wealth with confidence. Our approach focuses on customized, goal-based investing to keep your portfolio aligned with your needs.
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Assessing Your Financial Situation
We analyze your income, savings, assets, and tax situation to create a strong foundation.
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Determining Your Risk Tolerance
Not everyone wants (or needs) high-risk investments. We help you find the right balance.
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Creating a Diversified Portfolio
Stocks, bonds, ETFs, annuities, and more—our team helps you build a mix that suits your retirement goals.
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Structuring Investments for Growth & Stability
We help position your portfolio for long-term success while monitoring and adjusting for market downturns.
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Monitoring & Adjusting as Needed
Life changes, and so should your investments. We regularly review and adjust your plan to keep you on track.
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Planning for Withdrawals & Income
As you near retirement, we structure your investments for income.
Create a roadmap for your Financial Future
Smart investment planning isn't like gambling—it's a well thought-out financial plan for your future. A well-researched, customized investment strategy helps you minimize risks, maximize returns, and stay on track so you can retire with confidence.
Ready to get started? Our financial advisors are ready to help.
Questions about investment planning? Read our FAQs
When should I start investment planning?
The sooner, the better! Whether you’re years away from retirement or already building wealth, having a strategy in place helps maximize returns and reduce risk.
How much should I invest each year?
It depends on your financial goals, income, and retirement timeline. We’ll help you determine an amount that fits your budget while growing your wealth effectively.
How do I protect my investments from market downturns?
Diversification, strategic asset allocation, and risk management strategies help safeguard your portfolio from volatility.
What types of investments should I have in my portfolio?
That depends on your risk tolerance, income needs, and time horizon. We tailor your investments to ensure a mix that promotes both growth and stability.
How often should I adjust my investments?
Your portfolio should be reviewed regularly to ensure it stays aligned with your goals. We handle ongoing monitoring and adjustments so you don’t have to stress about it.
Retirement planning Resources
