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Our Wealth Advisory service encompasses asset management and assists clients in meeting their financial goals by providing an opportunity for financial planning and financial consulting services to Wealth Advisory clients at our cost.
Our firm conducts at least one client meeting to understand the client’s current financial situation, existing resources, financial goals, and tolerance for risk, and constructs an individual investment portfolio tailored to the specific needs and goals of the client. Investment portfolios may include individual stocks, bonds, exchange traded funds (“ETFs”), options, mutual funds and other public and private securities or investments. Portfolios are continuously and regularly monitored, and if necessary, rebalanced based upon the client’s individual needs, stated goals and objectives.
Financial Planning and Consulting
Our firm provides a variety of standalone Financial Planning and Consulting services to clients for the management of financial resources based upon an analysis of current situation, goals, and objectives. This Financial Planning or Financial Consulting may encompass, but is not limited to, Investment Planning, Retirement Planning, Estate Planning, Charitable Planning, Education Planning, Tax-Aware Corporate and Personal Planning, Mortgage/Debt Analysis, or Business and Personal Financial Planning.
Financial Planning: For Financial Planning engagements, we typically provide a written summary to the client of their financial situation as well as our observations and recommendations within six (6) months of the client signing a contract with us.
Financial Consulting: For Financial Consulting engagements, we usually do not provide a written summary of our observations and recommendations as the process is less formal than our Financial Planning service.
Retirement Plan Consulting
Our firm provides Retirement Plan Consulting services to employer plan sponsors on an ongoing basis. Generally, such consulting services consist of assisting employer plan sponsors in establishing, monitoring and reviewing their company's participant-directed retirement plan. As the needs of the plan sponsor dictate, areas of advising could include: investment options, plan structure, plan fiduciary training, and participant education. Our firm acknowledges its fiduciary standard within the meaning of Section 3(21) or 3(38) of ERISA as designated by the Retirement Plan Consulting Agreement.
Is your Financial Plan "Four Walls" Strong?
Your goals are unique. Your financial plan should be too.