Our Service Providers and Partners
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Our List of Services
Menu of "pay for services" options available for a customized experience
Professional financial counseling sessions
Fiduciary services available
Consulting and evaluation of risk management
Partnering with Attorneys and CPAs
Develop a customized client investment Policy Statement
Risk profile evaluation
Identify investment objectives and risk tolerances
Review and discussion on estate planning needs
Develop formal investment plan including setting goals and recommending portfolio structure designed for your specific needs and objectives
Ongoing monitoring of specific goals and objectives and implementation of any necessary plan changes
Comprehensive account aggregation for your family's entire financial life
Independent and objective review of products and services in the marketplace
Review and analysis of existing investments
Review of your tax return
Advice and analysis of all aspects of your financial life including major purchases, retirement plans, college plans, estate plans and any other investment programs.
Exclusive access to institutional investment programs not available directly to most individual investors
Active management of taxes in any non-qualified investment account
Close monitoring and control over investment costs
Remain in touch and available
Timely response to any questions or concerns you have regarding investment portfolios or financial matters
Fes aligned with a comprehensive wealth management offering with absolutely no proprietary products or sales quotas.
Cash flow prioritization needs analysis
Independent review with a Comprehensive Insurance needs analysis for all types of insurance
Ability to provide the same level comprehensive solutions to friends, family and business associates.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
firstname.lastname@example.org | 386.259.3781