Full-Service Approach
We first want to make sure the relationship is a good fit on both sides. Because we view all our client relationships as long term, it is imperative we are consistently aligned in our approach.
Our process involves:
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Understanding Your Wealth – Gaining an understanding of your current situation and setting realistic long-term goals
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Organizing Your Wealth – Taking into account your taxes, insurance and long-term care, estate planning issues, and more
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Understanding Your Risk Tolerance – Considering your age, investment time horizon, present and future financial condition, and your long-term investment goals
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Developing an Investment Plan – Defining an investment strategy tailored to your goals, then guiding you through your investment choices from among our expansive investment platform
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Implementing the Investment Plan – Discussing your short- and long-term goals and positioning your holdings to provide for your projected cash needs
- Reviewing, Analyzing, and Communicating Changes – Making updates to your plan, assessing your portfolio, making recommendations as needed, and discussing the outlook of the markets