When investing for the long run, short-term fluctuations are expected. And while short-term downturns occur in the markets, historically, the long term trend has been firmly upward. This FreshPlan infographic highlights the benefits of focussing on the long term, diversifying to reduce risk, and the importance of reviewing your plan.
“An Advisor is there to help clients avoid making rash decisions and to guide them during all market conditions.”
This infographic reinforces that choosing investments that align with the client’s risk tolerance and the time horizon of when they will need to draw on the investments will help to achieve their financial goals.
Communicate complex concepts with vibrant, sharable, easy-to-understand infographics
Personalized for individual Advisors
Current and timely for client communications
One of many infographics included in FreshPlan software
Calculate. Educate. Plan.
Communicate complex concepts from all areas of financial planning with current, visual infographics.
FreshPlan combines 75 calculators with powerful infographics and planners to provide advisors with a visual, easy-to-use, time saving planning and education tool and can be accessed anywhere, anytime using any device – phone, tablet, iPad, laptop or desktop.