As your Financial Advisors, we are committed to helping you achieve your unique goals and objectives. After developing a thorough understanding of your risk tolerance, we will work together to create your customized investment portfolio. In order to accomplish this, we will walk you through the process which is designed to help us determine how to best meet those goals and dreams.
- What are your hopes and dreams?
- What is your time horizon?
- Do you have a high or low tolerance for risk?
- What is your investment objective?
- Do you have any specific tax considerations?
- In-depth analysis of current assets
- Investment portfolio recommendations
- Financial Planning services
- Account opening paperwork
- Account transfers / funding
- Investor Policy Statement (IPS)
- Sign Mutual Commitment Letter
- Construct Portfolios
- Ongoing due diligence of investments
- Quarterly performance reports
- Portfolio rebalancing
- Economic Indicator analysis
- Track / Update financial goals