9100 Conroy Windermere Road
How We Work
We conduct a comprehensive financial planning process developed by our founders. We use an innovative methodology with highly sophisticated fintech software to thoroughly understand your current financial situation. From there we tailor an individual investment strategy designed to give you the best possible financial advice. We believe this helps us to recommend appropriate investments with excellent risk adjusted results.
We want to know what plans you currently have in place both professionally and personally. Think of this as an exploration of your goals and an opportunity for us both to get to know each other better. We will cover topics such as risk tolerance, investment ethics, and direct customization of portfolios. Financial planning is a personal process, and our clients should be very comfortable with their trusted advisors.
We review your plan to ensure that everything you currently have in place is in alignment with the areas we discussed in our initial meeting. Many clients at this stage are surprised to find their investments are not reflective of their risk appetite or their personal investment criteria. We will check the fees you are paying and make sure they are justified to the level of service you are receiving.
If your current plan is perfectly in accordance with your needs and makes the most sense for you, then we will tell you. If we think we can improve on areas and make a better plan for you and your family, then we will tell you how and where we would change your plan. Our goal is simply for you to have the best financial plan possible and for you to have the best chance of success for your financial aspirations.
firstname.lastname@example.org | 321-335-2555
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance