Financiall Services

Financial plan is a comprehensive evaluation of an individual’s current pay and future financial state by using current known variables to predict future income, asset values and withdrawal plans. This often includes a budget which organizes an individual’s finances and sometimes includes a series of steps or specific goals for spending and saving in the future.

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A personal approach

Our focus is on your life and priorities. Not just your portfolio. That’s why we start by learning about you.

Trust & transparency

We’ll let you know exactly what you’re getting. That means clarity around fees, risks and possible outcomes.

  • How will you help me reach my goals?

Helping you reach your goals is bigger than just focusing on stocks and the markets – it’s about understanding your priorities and what matters most to you. That’s why we’ve pioneered a personal approach to investing. Through honest, meaningful conversations and a process that combines your goals with your attitudes toward risk and money, your advisor will design an investment strategy around what really matters to you.

  • How will you build my financial strategy?

Backed by a team of investment professionals, your financial advisor will help you navigate the complexity of today’s global markets. With access to the industry-leading research advanced analytics and actionable insights, your strategy will be built with a consistent approach designed to identify opportunity in a constantly changing world. And that strategy will be periodically monitored and adjusted over time to make sure you stay on course, as your life and the markets change.

  • What about risk?

Your financial advisor will have an open conversation with you to understand the level of risk you are comfortable with for each of your unique goals. Next, your advisor will design and clearly explain a comprehensive investing strategy that considers your risk tolerance, liquidity needs and investment time horizon and discuss possible outcomes for each recommended strategy. And, of course your investing strategy will be updated to keep up with changing needs over time.

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(516) 243-9928