|  |
Our Process :: Understanding your complete financial situation.
As fee-based financial advisors, we believe that in order to provide you with the best financial advice and portfolio management, we need to know and understand your complete financial situation. In other words, we measure our success by the results we achieve for you.
Our team will help provide answers to questions such as:
- How can we reduce the cost of college?
- Should we refinance our house?
- Would investment property be good for my portfolio?
- If I need to take $8,000 per month, how should my portfolio be structured?
- Should I own tax-free municipal bonds or taxable bonds?
- I have a tax loss carry-forward. How can I strategically take gains in my portfolio?
- How much should I be saving now to support my expected standard of living in the future?
- I'd like to sell my home at some point and downsize. How will this affect my financial picture?
- I'd like to help my favorite charity. What's the best way for me to do it?
- Should I take my Social Security now, or wait?
- Should I accelerate my mortgage payments or pay off the car loan?
- Have I planned properly for my estate?
- Will my survivors pay more than necessary for estate taxes?
Our financial process includes:
- Helping to identify your goals and objectives.
- Measuring your risk preference.
- Reviewing your financial data.
- Generating a retirement projection.
- Writing your Personal Investment Policy Statement.
- Designing an appropriate portfolio for each of your accounts.
- Implementing your savings and investment plan.
- Reviewing and rebalancing your portfolio.
- Helping you minimize taxes.
- Creating cash flow strategies pre- and post-retirement.
- Reviewing your asset protection.
- Estate Planning review.
- Frequently meeting with you, discussing and reviewing your plans.
|
Send this page to a Friend
