Our Process

Working To Build Your Financial Future

Importance of Financial Guidance

Building an investment portfolio designed to address your unique long-term goals and financial dreams is a complex process that requires knowledge, skill, dedication and expertise. For investors in today’s ever-changing financial markets, a professional financial advisor can provide knowledgeable advice to help you pursue your financial goals.

  • Analysis of needs and goals

  • Asset allocation strategies

  • Manager selection

  • Retirement income

  • Investment strategies

  • Ongoing monitoring and maintenance

  • Ongoing education

  • Tax planning

  • Long-term capital appreciation

  • Wealth structuring

  • Wealth transfer strategies

  • Risk management and insurance

 

Investment Consulting Process

The investment consulting process is designed to assist clients in working towards financial independence, which is defined as being able to ask how much without caring what the price is. You can only reach financial independence by planning for the future. And you can’t plan for the future without knowing where to start and how to get there.

·       Financial Planning:  provides a path to follow, defined goals, measurable results, and feelings of confidence

·       Needs / Wants Analysis:  assist in identifying, defining & prioritizing objectives

·       Investment Strategies:  develop strategies to enhance risk/reward characteristics and probabilities of achieving financial goals

·       Risk Management:  portfolio volatility, market risks, insurance, health, etc

·       Team Coordination:  access to a team of experienced professionals, analyst, insurance specialist, portfolio managers, economist, and support personnel

As your investment partner, we are committed to helping you pursue your unique financial goals and objectives. After developing a thorough understanding of your risk tolerance and short- and long-term goals, we will work together to create a customized investment portfolio designed for you.

In order to accomplish this, we will take you through the investment consulting process, which is designed to help us determine how to appropriately address your financial goals and dreams.

Discover

  • What are your hopes and dreams?

  • Do you have a high or low tolerance for risk?

  • Do you have any specific tax considerations?

  • What is your investment objective?

  • What is your time horizon?

Recommend

  • Investment portfolio recommendations

  • Customized asset allocation strategies

  • Wealth management services

  • Diversification

Implement

  • Account Opening paperwork

  • Funding

Review

  • Quarterly performance reports

  • Ongoing due diligence of investment managers

  • Periodic reviews

  • Investment newsletters

  • Tax harvesting

  • Portfolio rebalancing