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 Helping
You To Identify
Goals and Objectives
Before we can help you analyze your route, we need to determine where you want to
go. To help identify goals and objectives we ask all clients to complete
a
"Financial Analysis Questionnaire"
which we will review together. This financial "snap shot"
helps us get started and enables you to organize and prioritize the
important things for which you need to prepare.
Analyze
Current Situation
All aspects of your current situation are reviewed, in confidence, by
our knowledgeable team. Using information from step 1, our extensive
knowledge base, software applications and number crunching, we prepare a
comprehensive analysis of your personal financial map. It includes
current strengths and areas for improvement with regard to your current
situation and specified goals.
Fortify
Strengths
After the case analysis, we can begin to make suggestions to help
fortify existing strengths. We will not suggest changes to components of
your portfolio where they are not necessary. We believe, "if it ain't
broke, don't fix it."
Redirect
Weaknesses Into Strengths
Our financial professionals can provide suggestions on two levels. First, we will
discuss our general results, or “the big picture,” such as how much you
may need to save each month. Second, we can suggest a specific strategy
that we believe can help you address your goals. We believe these
suggestions could be the right choices to help turn your financial
weaknesses into strengths.
Set
Your Analysis Into Action
Once our financial professionals have reviewed your game plan and educated you on all
of the choices suggested, it is time for you to set your plan into
action. Our financial professionals possess the necessary licenses to help you implement the
suggested adjustments if needed,
moving you closer to help address your goals.
Address
Your Financial Goals/Continuous Maintenance
Your financial professional is your ally who will help you stay your course, educate
you about new or changing financial issues and help you with your
goals. At a minimum, we meet face-to-face with clients annually to
review their financial situation, ensure that all goals and investment
strategies
are on track and help you evaluate investment performance. Our financial
professional carefully
monitor client accounts, daily economic factors and stay on top of
late-breaking news to help respond to changes which may
impact your situation. We also provide newsletters and account updates.
We are ALWAYS accessible via telephone and in person to answer questions
and provide first class client service. |
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One or more individuals are securities licensed through
Investacorp, Inc., a registered broker/dealer, member
FINRA and SIPC, in the following states: CO, DC, FL, IA,
MD, ME, NC, NJ, NY, OH, OK, PA, VA. Securities business
cannot be transacted in other states until after the
appropriate license is obtained. FINRA's homepage,
www.finra.org and Securities Investor Protection
Corporation's homepage,
www.sipc.org
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