Individual Services

Clients work with a financial planner to develop unique individual strategies based on each client’s specific needs. ┬áInvestments are made in coordination with the investment philosophy and portfolios are tracked against a targeted return and corresponding allocation model. Portfolios are reviewed regularly to ensure consistency with the investment philosophy and the client’s Investment Policy Statement. Clients meet with their financial planner on at least an annual basis to review and update their financial plans and Investment Policy Statements. It is important for the planner and the client to raise any issues that may result in a change in the plan or investment philosophy moving forward.

 

Financial Planning Services

Asset Protection

Cash Flow Analysis

Education Planning

Estate Planning

Retirement Planning

Insurance Analysis

Benefits Review

 

Investment Management Services

Investment Policy Statement (IPS) development

Asset Allocation Analysis

Portfolio Design and Monitoring

Record Management

Tax Review

Income and Distribution Planning