Features and Benefits of Our Service
Define how we will work together with you |
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You will get full disclosure of risks and fees so that by understanding how we work together, you avoid unpleasant surprises |
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Learn about you and your goals and answer your questions |
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We learn about you, your goals, and your constraints so we both understand where you are starting from and where you want to go |
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Analyze financial planning strategies to help you make informed decision |
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We evaluate alternative solutions and make specific written recommendations so you can understand how to best achieve your goals |
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Analyze investment choices and allocation strategies to help you make informed decisions
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We evaluate investment options and different allocation choices with you so that you understand the risks you are about to take and the risks you can expect |
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Implement the financial planning strategies that best achieve your goals |
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We help you to implement the written recommendations we present to you and we consult your other advisors so that we work toward a coordinated, comprehensive strategy for you |
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Measure, manage, and report to you your progress towards your financial planning goal -Quarterly, you receive a financial goals report which details your progress toward those goals |
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You get ongoing investment management and communications. Quarterly, you receive a performance report that monitors your progress towards achieving your investment goals. We rebalance your portfolio periodically so that you stay on track and earn what you need to achieve your goals. This strategy causes you to systematically buy low and sell high. |
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Update your financial plan to accommodate changes |
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During our comprehensive review we answer any new questions you may have, we integrate new research, products, and tax law, and we learn about your updated goals. We do this so that you can continue to make informed decisions and we can update your strategy so that it stays optimized, prudent, low cost, and tax smart |
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Update your investment strategy to accommodate changes |
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