Comprehensive guidance to support your needs
At Reid Sherman Investment Group, we take a comprehensive approach to financial planning that is tailored to your individual situation. Our personal approach allows us to gain greater clarity for what is important to you and to see the big picture of your financial life. It also allows us to identify any gaps that should be addressed.
We’ll work closely with you to develop a personalized financial plan to help you reach your goals. Our team can provide the tools and guidance through the important milestones and moments of your life.
Here are the steps that outline our process:
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As we listen to you, we learn about your objectives, your perspective on risk and your liquidity needs. We then devise a plan to support your personal goals through professional investment management and strategic planning.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
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Using the details you have confided in us and our access to quality research and analysis, we narrow down a selection of investments and an allocation tailored to your financial objectives. We will then present our recommendations and outline the steps needed to implement your plan.
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Once you have approved the plan, we put it into action by choosing investment vehicle types and services customized to your needs, goals and risk tolerance. We craft your portfolio carefully, making the most of the choices available to serve your precise situation.
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After establishing your plan, we review its progress toward your objectives and strive to ensure it keeps working for you through all of life’s changes, updating you and providing support as needed. We stay abreast of what’s ahead, helping you remain equipped for the challenges of tomorrow.
