Wealth
Management
The income stream investing process
We act as your personal financiers, combining our three independently offered services.
Planning:
Map Your Finances
A plan is vital: it yields the control and confidence to empower decisions and drive towards objectives. When you see how your choices affect your future, you gain the ability to better prepare for the one you want.
Questions:
We make sure we are a good fit for you. If we think we can help, we start planning with you by going through your financial history, current situation, and goals.
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Answers:
We develop a financial plan that shows you where you’re going, where you could go, and how we think you should get there.
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Understanding:
We review the plan with you so that you understand everything, from its concepts to its implementation. We also cover other areas of personal finance, like long-term care planning.
Investing:
Plant Your Dollars
We evaluate your financial plan, and analyze current and future cash needs. Then we manage them by trying to build an income stream from your investments.
Education:
We make sure that all our clients always know how and why they are invested, investment by investment.
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Security Picking:
When you’re comfortable with our proposed portfolio, we get to the actual task of choosing the specific companies.
Monitoring:
We maintain daily scrutiny on your accounts and trade when beneficial. This allows us to react to market conditions.
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Coaching:
Master Your Money
We have clients in all stages and phases of financial development, and we’re proud to have acted as their trusted advisors at every point. Whether it’s a straightforward question, a revamping of your financial plan, or a major portfolio shift, we’re here for you.
Annual Reviews:
We spend time with each of our clients, each year, to listen to them and make sure that they’re still on track to hit their targets and that their accounts are still invested in a way which addresses their goals.
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Scheduled meetings:
We encourage our clients to discuss large financial decisions with us.
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One-off questions:
Often times our clients have quick, straightforward, questions. We’re happy to field even the small inquiries.
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No strategy can ensure success or protect against loss. Investing involves risk including loss of principal.
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