How We Work to Serve You!
Our 5 step process is designed to address your personal objectives and goals.
Determine Financial Objectives
We begin with an in-depth, one-on-one conversation during which we identify your goals and objectives, present financial resources and liabilities and assess your risk tolerance.
Financial Plan Analysis
We then analyze and evaluate your financial status. The correct
investment plan can provide diversification of your portfolio; help
enhance returns; lower potential volatility; and position your portfolio to take advantage of developing investment opportunities.
Meet to Discuss Plan
A solid investment strategy goes nowhere without the complete
support of the client around which it is designed. To achieve full
potential, it is imperative that you understand the strategy and are comfortable with all aspects of the plan. Once you're ready, we will prepare a formal financial plan tailored to suit your needs.
After the final plan is approved by you, we move forward with
implementation, and make specific recommendations as opportunities present themselves.
Ongoing Portfolio Reviews
The final step of the process is never-ending. It involves consistent, thoughtful reviews of your plan and evaluation of your portfolio’s performance. We examine how these relate to your original goals and identify any new objectives you may have regarding:
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