We believe that sound financial advice and long-term strategies will help you achieve your goals more quickly than short-term risky investments. We serve our clients best by providing “slow and steady” advice over the years.
While it is easy to get caught up in the state of the economy or the latest “hot” stock, we believe passionately that the way you invest should be aligned with where you are in your life… not with the short-term ups and downs of markets.
You should have a financial blueprint to help you manage your opportunities, needs, concerns and goals. We call this approach Asset Class Investing and believe it makes good sense as you plan for both today and tomorrow.
There are three things to remember about how Asset Class Investing can work for you and your family:
1. It focuses your investment portfolio on meeting your life goals.
It is an approach designed to help you manage towards your most important goals rather than to short-term market trends.
2. It is based on science and academic research.
It combines the latest discoveries in economics and investing with close to 90 years of market data and insights as well as in-depth studies of investor psychology and behavior.
3. It is a disciplined and structured approach.
It helps protect against the common behavioral mistakes that can compromise your long-term financial goals.
One of the most important components of any successful advisory relationship is truly understanding who you are as a person. That is why we focus on what is most important to you, both financially and personally.
We look at all the major aspects of your financial life, including your specific values and goals as well as your time horizon, income and liquidity needs and ability and willingness to take risk. Together, we will define your personal definition of financial success and work with you to translate this into prioritized goals.
As the 360 LifeMap Strategies graphic shows below, we can help you address a wide variety of goals in a number of key areas.
Once we have discovered and understand what is most important to you, we work together to develop and implement a plan to help get you there.
Because life is never static, we closely monitor your plan and make sure that it always reflects your situation. In addition, as financial markets go up and down, we help manage the level of risk in your portfolio through periodic rebalancing.
Achieving financial comfort, planning for a secure retirement, mitigating taxes, protecting our lifestyle, taking care of family, building a legacy...
For most Americans, these are extremely important issues. But many of us feel unprepared and ill-equipped to deal with all of them in a coordinated, knowledgeable way.
The Wealth Solution: Bringing Structure to Your Financial Life offers a compelling new way to think about your wealth, investing and your financial future. It offers a clear roadmap to help you navigate all aspects of your financial life and answer the key question: “What should I be doing with my money to provide the life I want most?”
The Wealth Solution will show you how to:
Whether you are an experienced investor or just starting out, The Wealth Solution provides valuable insights into how to simplify your financial life and make wiser financial decisions.
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Our first two meetings are always free. This gives us time to learn about each other and decide if a mutually beneficial partnership can exist. Should we decide to work together, we charge .20% to 1.00% annually depending upon your assets under management with us. This fee covers all of our services.
Give us a call at 626-799-9800 and we'll set up a first meeting with you to discuss your needs. After the meeting we'll put together some information and ideas for strategies that best fit what you've told us about your goals. Next, we'll present these ideas and plans to you and you'll decide whether to make us your advisor.
We will never make trades or do anything to your account without your direct authorization. You are always in control of all your accounts, and you are the full owner.
Our second opinion service is more than just a discussion about money and financial strategies. We want you to decide if we're a good fit for your needs, and we want to see if we can truly add value to your life.
Schedule a meeting with us for a second opinion and here's what you'll get:
Although we may discuss ideas during the meeting we want to spend most of the time listening, rather than immediately trying to provide solutions.
After the meeting we'll put together some information and ideas for strategies that best fit what you've told us about your goals and income. Next we'll schedule a follow-up conversation in which we'll present our second opinion about your current plan.
There's no obligation for our second opinion service and any information we provide during your meeting and afterwards is yours to keep.