Helping Individual Investors Act Like Institutional Investors
First we listen. We take time and listen closely to understand your financial needs and goals. Only then can we offer the proper guidance to help you achieve your vision for the future.
Next, we help you develop a realistic investment plan. We review the proposed plan with you to make sure its goals and strategies truly reflect your wishes. The approved plan documents our decisions and serves as the starting point from which we measure progress.
Finally, we monitor your portfolio's performance. And we will suggest adjustments to your plan over time to reflect changes in your situation and the marketplace.
Which brings us right back to the beginning where first we listen to how your situation has changed, and determine how to adjust our plan to compensate for those changes.
This is it. This is the process that we bring to our clients.
Our services are best suited for clients who: - Value comprehensive, professional and customized guidance ensuring that they will avoid unnecessary financial risks and unnecessary lifestyle sacrifices.
- Benefit from our ability to assist with defining, quantifying and prioritizing goals.
- Are looking for a lasting partnership.
- Are interested in financial planning throughout their lifetime.
- Want ongoing analysis and feedback to help them achieve their goals.
What to expect from us: - Quarterly contact from a member of our team.
Monthly written updates on the status of the economy and the markets. - Comprehensive annual face to face review. (Face to face reviews are available as often as necessary).
- Communication with your tax and legal advisors.
- Recommendations regarding the investment options in your company sponsored retirement plan, i.e. 401(k).
- Prompt response to telephone calls and requests for service.
- Quarterly account statements.
