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.
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
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."
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.
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.
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. situation and specified goals.