Broker Check

What our Financial Advisors Do

Gold Level Services:

  • Highly Pesonalized Service
  • Indentify investment objectives and risk tolerance
  • Riskalyze(R) Model Program
  • Develop financial plan using MoneyGuide Pro (R) program
  • Develop customized Client Investment Policy Statement
  • Develop formal investment plan designed for your specific needs and objectives
  • Independent and Objective review of products and services in the marketplace
  • Review and analysis of existing investments and life insurance.
  • Review of your tax return-Accountant referral if needed
  • Ongoing monitoring of specific financial planning goals
  • Quarterly update and education meetings
  • Advice and analysis of all aspects of your financial life including major purchases,retirement plans, college plans, estate plans, life insurance needs and any other investment programs.
  • Consulting and evaluation of risk management
  • Close monitoring and control over investment costs
  • Active management of taxes in non-qualified account
  • Portfolio rebalancing to manage risk
  • Comprehensive account aggregation for your family's entire financial life
  • Communicate changes in global capital markets and any significant events
  • Use of new technology to deliver efficient experience
  • Fees aligned with comprehensive wealth management-no transactions
  • Financial Wellness-responsible for managing all aspecdts of your investments
  • Timely response to any questions or concerns regarding investments or financial matters

Silver Level Services:

  • Personalized service
  • Riskalyze Model Program (R)
  • Develop Client Investment Policy Statement
  • Develop investment plan to your specific needs and objectives
  • Independent and Objective reveiw of prodcuts and services in marketplace
  • Review and analysis of existing investments-semi annual review
  • Active Management of taxes in any non-qaulified account
  • Systematic portfolio rebalancing to manage risk
  • Account aggregation for family's entire financial portfolio
  • Communicate with changes in global capital markets and any significant event
  • Ongoing evalaluation of results and performance
  • Timely response to any questions or concerns you have regarding investment porfolio's or financial matters

Bronze Level Services:

  • Indentify investment objectives and risk tolerance
  • Riskalyze Model Program (R)
  • On going monitoring of specific goals and objectives
  • Independent and Objective review of products and services in the marketplace
  • Access to Robo-Advisor or low cost ETF/mutual fund model investing based in risk tolerance
  • Access to financial advisor review annually.

Fee Pricing for Gold, Silver and Bronze Level Services are available upon request. We also offer financial planning consultation services for a fee.  Call for more details.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

[email protected]   |  704-845-1058