Portfolio Management

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Our Process

Proper long-term financial planning requires time, skill, discipline, and confidence — a combination that many individuals may lack. It’s understandable that so many individuals are reluctant to take on the responsibility of researching and implementing their own comprehensive financial plans. If you find yourself in this situation, it may make sense to consider working with one of our financial professionals.

Our experienced financial professionals are skilled to help you determine your financial needs, minimize the impact of taxes, and pursue portfolio diversification. Moreover, a good financial professional can help reduce the emotions involved in decision making and keep your long-term strategy on track.

Whether you are an experienced investor or just starting out, our financial professionals can help support your financial goals and bring clarity to issues you may not have thought about, such as:

Income and savings

This may be a particularly important topic if you anticipate changing jobs, starting a business, or staying home to care for children.

Retirement

Our investment professionals can help you calculate your goals and evaluate your investment risk tolerance.

College

Our investment professionals can help you take advantage of the often-complex governing educational funding and financial aid.

Estate planning

Having a tax-efficient plan for the distribution of assets to your heirs may allow them to keep more of the money you accumulated during your lifetime.

Insurance planning

The review of your personal insurance needs, while coordinating with any benefits provided through your employer, is part of a well-rounded financial plan

Contingency fund

Thinking about the possibility of a job loss or illness is not pleasant; however, our investment professionals can help you work toward building a surplus for unexpected events.


Preparing for Your First Meeting

To help you create a personalized financial plan, our financial professionals will need to assess your personal situation, including your tolerance for risk, current portfolio allocation, and time horizon, among other matters.

At your first meeting, you may want to bring important documents such as wills, insurance policies, and savings and investment account statements. The more information you can provide, the easier it will be for our advisors to get a clear understanding of your situation and goals.

Because a financial plan is a long-term, working document, it makes sense to meet with your professional at least once a year to make adjustments for any changes in lifestyle and market conditions.

Building a relationship of trust takes time. The sooner you contact our financial professionals, the sooner you will be able to take charge of your finances, simplify your financial life, and devote your energy to other important matters.

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