Wealth Management Process
Like fingerprints, the needs of every household and business owner are unique. A strategy to accommodate the needs of someone in their 30’s will likely be quite different than one catered for someone in their 60’s.
Although design and structure varies from situation to situation, I utilize a time tested process that identifies the apropriately-suited service model and set of products and solutions.
- Gain a Deep Understanding - Where do you see yourself financially in 5, 10, 15+ years? I want to hear about your personal goals, risk tolerances, and investment time horizons. In addition, we will discuss your service expectations.
- Utilize Independent Research – LPL Financial is one of the nation’s leading, independent financial services companies. LPL does not offer proprietary investment products or engage in investment banking activities. This provides an environment for broad-spectrum analysis and selection from available options.
- Ongoing Monitoring and Review – We will review your relationship annually (sometimes more frequently) to adapt to your evolving needs and goals. We will also leverage the latest in technology via WealthVision/e-Money© providing 24/7/365 account access from your desktop or mobile device.