As a Certified Wealth Strategist® professional, I believe in taking an integrated approach to wealth planning and investment management.
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WEALTH PLANNING
- We begin with an introductory conversation to determine whether our philosophy and process are a good match for what you need from a financial advisor.
- Our discovery process enables us to gather sufficient information to understand your goals, current situation and risk tolerance in order to effectively develop and customize your financial plan and recommendations.
- As our financial planning process proceeds, we examine each of the 13 Wealth Management Issues as they relate to you.
- After developing your plan, we discuss recommendations, strategies and then decide on our next steps.
- During our progress reviews, we talk over any updates to your financial plan and portfolio, as well as record progress toward your goals.
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THE 13 WEALTH MANAGEMENT ISSUES
We help our clients address these 13 Key Planning Issues:
- Retirement Planning
- Investment Planning
- Tax Planning
- Risk Management & Insurance
- Titling & Beneficiary Designations
- Executor & Trustee Selection
- Planning for Incapacity
- Education & Family Support
- Distribution of Estate
- Banking & Credit Management
- Executive Compensation
- Business Succession Planning
- Charitable Giving
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INVESTMENT MANAGEMENT
Our approach to investing begins with the belief that wealth can be built over time through ownership of quality companies and real estate in areas of high demand.
Once asset allocation and risk parameters are determined, our portfolios typically include a core of dividend-paying stocks and fixed income securities, along with ETFs or mutual funds as appropriate to meet allocation needs.
