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Investment Planning

The beach is open 52 weeks of the year, but here in Wrightsville Beach, NC, you can’t always enjoy the weather. Stock market is also open 52 weeks of the year...Should your portfolio be the same no matter what the conditions?

At Hayden Royal of Wilmington, we use three different time-based indicators to determine the current stock market environment and adjust your portfolio accordingly.

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Our Process 

Client Centric

Hayden Royal of Wilmington has a client centric planning process. Our process focuses on providing options at life’s transition points with Problem Resolution for life’s little surprises and Future Direction to help you discover what could be next.

Proper planning is real-time guidance. Like a GPS, planning sets your course, defines the turning points, and monitors your ability to stay on course. A financial plan is not a perfect picture of the future; rather, a guide used to help you adapt when new information or circumstances arise. Hayden Royal of Wilmington is here to help clients reach their goals, especially when life requires re-routing.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."