Individual Service Planning** Solutions
Our disciplined approach to wealth management is a combination of fundamental analysis and an economic overview. We believe this provides us with the ability to build portfolios and comprehensive plans to meet both value and growth capabilities.
We begin by listening. We understand every client's reason for seeking financial planning assistance is as individual as his or her goals. To help ensure our clients best interests are met, we adhere to an ongoing process listed below, that allows us to thoroughly analyze your current situation. We can then assist in the development of a customized investment philosophy - exercising strict confidentiality every step of the way.
Step 1 - Gather client information: An in depth look at your current situation
Step 2 - Establish client-based goals: Defining needs, identifying return objectives based on your acceptable risk factors
Step 3 - Evaluate client's current position: Analyze investments, portfolio structure, asset allocation and diversification, mutual funds, education funding, and more
Step 4: Develop the plan: Tailored to meet your needs based on our analysis
Step 6 - On-going monitoring: To optimize investment opportunities with continual attention to asset allocation, risk management and tax efficiency
Our individual Service Solutions include:
- Retirement Planning**
- Investment Planning**
- Estate Legacy and Planning**
- Risk Management
- Philanthropic Planning**
For a complimentary analysis of your current financial situation, please call our office at 763-450-1800 to speak with a qualified, professional financial advisor.
“We believe truly effective investment advice must be tailored to each individual.”