Building an enduring plan for a lasting legacy
We sit on the same side of the table with you . . . to act solely in your best interest.
We designed the process to expand the probability that you will be able to achieve your goals.
Wealth Management Philosophy – An Organized, Disciplined Process
Simplicity – Getting our arms around the investments by consolidating and organizing assets.
Control – By managing wealth holistically we help ensure we are on track.
Service – By being available, keeping current, and touching base on a quarterly basis with the goal of avoiding being ambushed with a liquidity need.
Wealth Management Process – Comprehensive and Incorporating Big Picture Planning
Create - Use investment tools available to allocate wealth to attempt to cover lifestyle needs.
Preserve - Most who have wealth want to invest it to be harvested later or passed on (asset allocation and distribution).
Distribute - You retire and live your life unless there is incapacity or premature death, and distribution needs to be accomplished in the most effective way possible.
Role of the Advisor – A Trusted Relationship to Navigate the Financial Landmines
Educate – Grasp what motivates you, discover your concerns, and select from the solutions available to help you achieve your objectives.
Anticipate - Manage to your objectives, time horizon, and risk, and save for life’s needs.
Hold Feet to the Fire - When markets are restless or when you face tough personal or family issues, stay on track with the plan.
It is vital for lines of communication to be open both ways. If something affects your sleep such as a portfolio or family situation, then we want to be with you to address your concern.
Asset allocation does not guarantee a profit nor protect against loss. There is no assurance any investment strategy will be successful. Investing involves risk including the possible loss of capital.
