Investment Plan Meeting

In the Investment Plan Meeting, we’ll analyze your current investment portfolio, share our investment philosophy, and present your personalized Investment Plan. The Investment Plan provides a road map for the development of your portfolio, clearly defining your goals and the investment strategies we will use to help achieve them.

We will answer any questions or concerns you have regarding your Investment Plan, our investment philosophy, and the investment strategies we will use to help you achieve your goals. After the meeting, you will have time to review your personalized Investment Plan before our Mutual Commitment Meeting.

Lay a foundation for a comprehensive investment plan. Your plan will focus on Wealth Enhancement, Wealth Preservation, Wealth Transfers and Charitable Giving.
Provide long-term discipline to your investment decision-making, helping to assure that good reasoning prevails over emotion during times of market volatility. A written Investment Plan can help assess where you are, where you want to go and how you can get there.
Allow for periodic reviews of your goals and interests should they change. Your Investment Plan allows us to systematically manage your major financial issues, which increases our ability to help you achieve your financial goals.