We will help you create your customized personal financial plan that reflects your current lifestyle and aspirations. Your plan will take into account:
- Your financial goals
- Your savings goals, including retirement, and college.
- Your risk preferences
- Your current assets and accounts
- Your future goals, like retirement or supporting a family member.
- Your Goals
Your plan is dynamic-it changes with your life circumstances and needs. You can access your plan 24/7. You can even do “what if” scenarios on your own if you are exploring ideas and want to see what the outcomes would look like.
When the plan is completed the next step is to apply the plan.
We’ll help you set up your investments based on your financial plan.We then monitor and communicate performance and progress in a way that is tailored to how you want to communicate: In person, online, over the phone or all of the above.
Your portfolio and plan are monitored to maximize your long term returns and help you meet your goals.
You will also receive monthly statements and quarterly performance reports (performance reports are only on advisory accounts) and can view your accounts anytime online.