Whether you are nearing retirement or are already there, ensuring your income needs and lifestyle goals can be met throughout your life is a concern for people at all income levels. Our comprehensive planning process helps us to prioritize your goals, establish short- and long-term strategies, and track your progress in real time.
We believe that a well thought-out financial plan should serve as the foundation of our long-term relationship. Using skills developed in our years of combined experience as well as advanced technology tools, we will analyze your current financial situation and goals. Using our broad knowledge of the financial markets, we will offer objective advice and recommend strategies to help ensure that they fit with your unique situation.
Our Four-Step Planning Process
1. Understand Your Goals
2. Review Your Goals and Develop an “In Balance” Recommendation
3. Implement Your Asset Allocation Strategy
4. Monitor Your Progress
Financial Planning & Asset Management require ongoing maintenance to help ensure continued alignment with your goals and values. Your plan will be monitored regularly, and the asset allocations within your portfolio will be rebalanced as necessary based on changes in the markets and your life. Once your strategy is implemented, you will receive comprehensive monthly statements detailing portfolio activity. We will schedule regular, formal review meetings with you and meet with you anytime you have questions, concerns or changes taking place in your life. We will proactively monitor the financial markets and notify you of potential challenges and opportunities as we work with you over time.
No strategy assures a profit or protects against loss.