“Timeless Strategies for Priceless Wealth Building Results"
Client Centered Objectives
Our Priority : Understanding Your Financial Goals
1. We design an investment timeline fit to your specific needs.
2. Flexible and personalized regular, convenient way to manage periodic contributions or distributions.
3. We set your individual financial targets and monitor your progress.
4. We meet and review a financial plan
5. We schedule an annual review of the investment performance.
Regular Communication to Clients
Our Priority : Keeping Up With Our Clients
1. We update our files with changes in our client lives
2. Flexible convenient way to manage on-file contributions
3. Change beneficiaries and view current valuations
4. We care and follow thru with client job changes, family addition or other personal events
5. Clients can view their goals and other personal documents.
Consistent Review Process
Our Focus : Monitor The Performance Of Your Investments
We build a strong and deep relationship by meeting regularly: modify allocations, exchange funds, change withdrawals or new inflows, follow taxable events such as potential gains, update immediate financial goasl:
- In person at our office
- In person at your residence or other public place
- On the phone at a preset time
- On Zoom by preset link and appointment
- By phone by appointment
Our Technology at Your Service
Several Partners help us deliver acces to many financial tools
Clients benefit from several tools to monitor their investments, track their performance, help with new inflows, review beneficiaries, help with statement mailings and their financial plans.