Investors make terrible mistakes when their decisions are driven by emotions, whether in up or down markets. We believe it is important that and investor keeps her wits about her when everyone else has lost theirs. Following a goal oriented, plan-based investment approach will help you maintain the discipline necessary to avoid making poor, emotion-driven decisions particularly in volatile economic times.

 A plan will help you:

• Define the challenges ahead;

• Formulate a budget and timetable;

• Benchmark and monitor progress toward your goals;

• Identify potential challenges to make timely adjustments to your plan to keep you on target;

• Stick to a course of action;

• Achieve peace of mind.

Defining the goal is the first step.

You must define your goals and priorities - what you want to see happen - whether growing savings for retirement, managing retirement income and savings, or putting together a college saving plan.

A plan is the roadmap toward achieving your goals.

Once the goals are established, we will help plan the 'how' to achieving them. We start by determining where you are now by reviewing with you your assets, investments, income, and expenses. Then we will formulate a plan to get you from “here” to your “there.”

With a plan set, we will consider with you a variety of investment alternatives and design a portfolio that is risk appropriate for you. Whether stocks, bonds, mutual funds, exchange traded funds, or other types of investments, we will advise you which options best align with your plan and goals.

Periodic reviews help keep you on track over time.

Once implemented, we will monitor the plan with you on a regular basis to make sure you stay on track and make periodic adjustments when necessary to maintain progress toward your goals.

Paint Creek Investment Advisors assumes a fiduciary role in working with its clients.

A fiduciary investment advisor is legally and ethically obligated to prioritize your financial goals and interests above their own, ensuring recommendations align with your goals and needs rather than their profit.

Fiduciaries are required to provide full disclosure of fees, conflicts of interest, and investment strategies, fostering a transparent relationship that builds trust and confidence in their advice.

A fiduciary advisor offers personalized, unbiased guidance based on your unique financial situation, avoiding one-size-fits-all solutions or products that may benefit them more than you.

Our fees are 100% transparent and you'll be confident that we’re looking out for your interests first.