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.
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.