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Investment needs are unique for each individual. We need to understand who you are before suggesting any financial solutions. We take time to learn about your situation, your interests, your passions and your goals.
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| Step 1 |
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We will ask you to describe your current financial situation in a strict confidence. |
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We will typically ask for your last year tax return, your real estate documents, trusts, wills, and the bank statements. |
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| Step 2 |
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We will discuss your goals and your risk tolerance. |
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Our role is to align our recommendations with your goals and the level of investment risk you wish to take. |
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| Step 3 |
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We will present you with the proposal to discuss various solutions we recommend. |
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The plan will include the asset allocation and recommended financial instruments. |
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We may also discuss with you education plans, pension plans, insurance, etc. |
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| Step 4 |
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We will discuss the plan with you and implement it after your approval. |
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This process may involve setting up a brokerage account for you, purchasing equity, mutual funds, creating laddered bond portfolios, implementing insurance plans, etc. |
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| Review |
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We will review your portfolio on a frequent basis and we will adjust it based on changes in your life, changes in your goals and in market condition. |
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We are diligent about rebalancing the portfolio based on the current market conditions to assure consistent asset allocation. |
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