Planning for the future can be a tenuous and daunting process. But it doesn't have to be. Let us help.
Our talented team uses a proprietary five-step model, the TOTAL Wealth Track™, to balance your big picture lifecycle and lifestyle issues and move you toward your goal.
Before we talk investments, we talk about you. From our first meeting, we work with you to design and implement your customized TOTAL Wealth Track™. This track serves as the foundation of your portfolio and will be reevaluated and adjusted over time to make certain that your needs are being best met.
First we gather information and evaluate your Five Dimensions of Wealth, addressing every important issue, asset, value and dream, including:
|Organize and Analyze:|
Next we organize and analyze your information in order to set realistic financial goals and objectives that will help you live comfortably in the future. This analysis includes:
|Tailor A Plan:|
We then use your current financial information, specific needs, life priorities and our analysis as a guide to create a unique plan for you. Blending a variety of investment, cash flow and tax strategies based on your personal profile, we develop a customized plan that will help you:
|Activate The Plan:|
Once your plan is fully developed, we transition your assets into suitable accounts to implement your plan efficiently and effectively. During activation, we:
We then continuously look ahead. We monitor and adjust your investment portfolio based on market trends, new investing opportunities, asset changes and the economic environment. Simultaneously, we monitor your life goals and circumstances, rebalancing your plan to meet your ever-changing needs. Our plan is dynamic and with our iNetwork System you can:
We keep you informed and involved in every stage of your TOTAL Wealth Track™ by communicating through monthly reports, quarterly conference calls, annual personal reviews and meetings whenever necessary.
Contact our wealth advisors to develop your track.