How We Serve
We believe that comprehensive financial advice and long-term strategies will help you pursue your goals more quickly than short-term risky investments
OUR SERVICES
Diversifying your retirement income
Planning against market volatility
Planning for longevity and rising health care costs
Needs based planning for future financial goals
Partnering with your other trusted professionals
Education funding strategies
Portfolio reviews and rebalancing
Non-traditional and alternative investments
Legacy planning
In order to help you Purchase your goals in all areas of your Financial life, we take a Comprehensive Approach
WEALTH ADVISORY PROCESS
Discovery
YOUR UNIQUE GOALS & OBJECTIVES
One of the most important components of any successful advisory relationships truly understands who you are as a person. With our discovery process, we focus on what is most important to you, both financially and personally. Together, we will define your definition of financial success and work with you to translate this into prioritized goals
Analysis
ANALYZE YOUR TOAL INVESTMENT AND WEALTH SITUATION
In order for us to thoroughly understand you situation, we will take a comprehensive inventory of your current financial position, including strengths as well as any gaps or improvements. We also analyze the effectiveness, composition and expenses of your existing profile. By analyzing specific items for action, we can make sure that your goals and financial situation are aligned.
Development
DEVELOP CUSTOM COMPREHENSIVE SOLUTIONS
Based on the analysis, we can develop a long-term wealth plan focused on getting you from where you are today and where you want to be in the future. Through this process, we will address any itemsthat need clarification and make alterations based on any additional information.
Implementation
IMPLEMENT PLAN WITH YOUR TEAM OF OTHER PROFESSIONALS
The next step is the implementation of your plan. In addition to creating your investment portfolio, we also work with a team of financial professionals to address all the non-investment action items we've identified. You will receive an Investment Policy Statement, which documents what we have agreed to and assigns responsibly and accountability.
Monitoring
MONITOR YOUR PLAN AND REVIEW REGULARLY
Your plan is never static. That is why we will make the discovery process part of our ongoing meetings so that your plan is always reflects your life. We will monitor your plan closely and provide you with clear and concise reporting. In addition, as financial markets rise and fall, your portfolio's exposure to stocks, bonds, cash and other investments will tend to fluctuate as well. Through periodic rebalancing, we will make sure your portfolio maintains its target allocation which helps control the level of risk in your portfolio and minimizes emotional decision making,
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