Philosophy of Wealth Management
BUILD A WRITTEN PLAN.
We believe you are more likely to attain financial goals if you have a written plan. Among other things, your document should include an income protection plan; strategies that seek to reduce debt, accumulate wealth, save for college; perhaps tax and estate transfer plans; and definitely a plan for retirement income.
It’s a big task, but it’s what we love to do. Our process is orderly and effective.
IT’S NOT ABOUT THE MARKET. IT’S ABOUT YOU.
You may be disappointed if your goal is simply to “beat the market”. Even if you have the time and desire to work toward this goal, there is no guarantee of success. In contrast, our clients agree with us on an average annual return needed (over a 3- to 5- year period) as they work toward their financial goals. We make adjustments that aim to take advantage of strong markets and reduce risk in weak ones.
This long-term view of wealth management may reduce short-term stress from market ups and down.
WE PROACTIVELY SUPPORT AND ADVISE YOU.
Our clients have secure, online access to their accounts via the Advyzon Client Portal. Additionally, we conduct regular account and plan reviews on a schedule and in a method preferred by each client. We keep up with market and economic events/trends and advise our clients whenever their investments may be impacted.
We have committed ourselves to an on-going, consistent monitoring of client accounts.