We recognize that money is merely a means to an end. It’s about having the financial security you need to live your life the way you want. It’s about enjoying your success, spending time with your family, and creating memories that last for generations. While money is just a means to an end, it still requires professional attention. Most importantly, it requires professional attention that acknowledges all your goals in life – not just financial goals
Your Financial Goals
Wealth management is an ongoing process to help guide you – and your family – through each stage of your life.
Accumulating your wealth.
Growing your assets. Together we develop strategies to achieve your financial objectives, including planning for retirement, funding an education or preparing for a major purchase.
Converting your wealth.
Creating an income stream. We put strategies in place to help you maximize your after-tax retirement income. We will help you determine which types of income-producing investments are most appropriate for you.
Protecting your wealth.
Maintaining your assets. To help protect your financial well-being, we will implement proven strategies to reduce risk. Our goal is to provide you with peace of mind, help maintain your independence and preserve family harmony or current lifestyle.
Transferring your wealth.
Creating a legacy. Working together with your other professional advisors, we will help create your legacy for family and charity, while addressing tax obligations and debts.
Planning Your Future
We implement and follow a disciplined process to keep you on-track to achieving your goals. A disciplined process keeps us all focused on what’s important – helping you live life the way you want.
1. Understanding You
In this first step, we’ll understand your current investment situation and review the plans you need: Retirement Plan, Insurance Plan, Estate Plan, Investment Plan, Education Plan, and Tax Plan.
2. Proposed Solutions
After reviewing your planning needs, we’ll create and recommend investment strategies customized to your needs.
3. Formalize Your Plans
We put your plan in writing, called the investment policy statement, so that your goals are articulated and your plan is documented. We’ll meet with our team’s experts to review the plans, if required.
4. Implement Your Plans
We’ll initiate the work to start each plan. Your investment policy statement is our guide to evaluate each investment strategy pursued in your portfolio. We’ll sign documents, open accounts, and transfer funds.
5. Ongoing Advice and Monitoring
We’ll continue to assess your evolving financial needs and plans, including actively reviewing your portfolio performance to make sure everything is in line with your expectations, goals and objectives.
