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David’s Investment Strategy

Save and Invest

 

Plan Your Investment Strategy

Using David’s investment strategy below (or another) as an example, complete your own online, or download a PDF. List the investment options you are going to learn more about and weigh them against your wealth-creation goals, time frame and risk tolerance.

web pdf

Complete your own online


Learn how the other people of Building Wealth planned their investment strategies.


David’s Investment Strategy

1.
Meet with the local Small Business Development Center about creating a business plan.

2.
Talk to a financial planner or accountant about setting up a self-employed qualified plan so we can increase our tax advantages on our savings contributions.


Back to Chapter 3

From Chapter 3: Save and Invest