Typically in client / advisor relationships after all of the onboarding pleasantries are done, the contact with your advisor and his or her team ends. You might be left wondering, what exactly am I paying for? In my practice, the financial management and customer service begins and grows once we commence the relationship.
If you are not receiving this level of service from your current advisor, please feel free to contact our team at any time for a complimentary assessment of your portfolio.
Here are 13 things that I offer my clients:
- Personalized professional investment advice and services
- Clearly defined process for investing, analyze your individual objectives and risk level, including risk levels of various investment types to determine investment allocation
- We believe that your investments should be a reflection of you - your life, your priorities, your goals. We offer a broad range of investment solutions, including Equities, Fixed income securities, individual funds, ETF's and Alternative strategies
- Proactively keep in touch with you through phone calls, emails and offer one-on-one reviews, either annually, semi-annually, or quarterly
- Provide online account access and research tools
- Offer a wide selection of investment options, provide alternative investment ideas, including historical data on individual investments
- Financial Planning Services: individual, estate, retirement, elder, financial, tax sheltered strategies and tax minimization, will, insurance, life transition, education, business transition, charitable giving, cross border issues
- Offer Investment Policy statement (a statement outlining your investment goals and objectives and the strategies that will be used to meet those goals)
- Assistance with budgeting, cash management, liability and expense guidance
- Personalized insurance needs analysis, for individuals and families, including life, disability, critical illness, long term care, group benefits through your employer, and annuities
- Annual access to tax experts
- Work with your tax and legal advisors to help you achieve your goals, provides accountant and lawyer referrals
- Intergenerational wealth transfer planning: corporation succession planning, education planning, family financial risk planning, planned giving strategies, family law
