Financial guidance to give you
direction in life
Wealth Management and Planning Services
FINANCIAL PLANNING
We believe strongly in comprehensive financial planning. Prior to developing an investment plan, we believe that it’s critical to have a detailed understanding of each client’s financial situation. All financial plans include an analysis section and a section with written recommendations.
INVESTMENT MANAGEMENT
Investment management clients also receive financial planning advice on a full range of financial areas. In addition, the adviser is proactive on recommending tax planning, estate planning and other types of strategies.
Our services are customized to your goals
and circumstances
Areas Covered in the Financial Planning Process
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Goal Planning
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Tax Planning
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Estate Planning
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Mortgage Planning
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Retirement Planning
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Income and Expense Planning
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Social Security and Medicare Planning
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Risk management and Insurance Planning
ONGOING:
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The advisor reviews your account(s) regularly as the market changes.
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Clients receive confirmations from the custodian (Schwab) of all account transactions (buys, sells, deposits, withdrawals).
MONTHLY:
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Clients receive a statement from Schwab for each account.
QUARTERLY:
The firm sends out a portfolio statement, a market commentary, and any recommendations. The Report includes:
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Current Holdings
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Asset Allocation
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QRTLY Performance
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YTD Performance
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QRTLY Trade History
ANNUALLY
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The advisor conducts in-person or phone reviews with clients as needed, and at least annually.
Investment management clients also receive financial planning advice on a full range of financial areas. In addition, the adviser is proactive on recommending tax planning, estate planning and other types of strategies.
Our Investment Service Management Process