Learn what goes into the
practice of wealth management
Making a plan could be complicated.
Learn everything you can first.
Learn everything you can first.
Our Five-Step System
1
Finding A Financial Services Professional
2
Fact & Feeling Finding
3
Strategy
4
Solutions & Executing
5
Ongoing Relationship
Our process starts with the first appointment. Here we get to know our client and they get to know us. We go over our process and our philosophies for retirement planning. We also fully disclose how our team is compensated in the first appointment. We’ll collect all necessary documents and provide a proposal.
During the second appointment we go over the proposal and make sure our client understands it. The client is then given time to study the proposal to see if there are any questions or concerns that they may have.
Finally, the third appointment allows the client to express any concerns and have questions answered about the proposal. If the client still feels satisfied and fully understand the proposal, the proposal is executed upon.
Once we fully understand your specific situation, we begin to build a plan to suit your needs. Assets fall under five broad categories:
- Stocks
- Bonds
- Cash
- Alternatives
- Insurance/annuities
Initially, we identify a broad set of diversified asset classes to serve as the building blocks for your portfolio. Our approach also evaluates each asset class on its potential for capital growth and income generation, volatility, correlation with the other asset classes (diversification), and inflation protection.
Research has consistently found the best way to maximize returns across every level of risk is to combine assets and allow individual securities to generate alpha.
