Comprehensive Investment Planning
A successful plan always begins with listening. It allows clients to articulate their goals and gives us a comprehensive understanding of their resources and financial situation. Planning enables us to address our clients' most important issues:
How do we be sure we will not outlive our money?
Can we maintain our lifestyle during our retirement years?
How much risk should I be taking?
What amount can I spend from my portfolios?
For each client we create a customized Financial Goal Plan that incorporates assets and liabilities, cash/spending flows, and goals and objectives. We incorporate leading-edge financial planning methodology that incorporates simulations ("Monte Carlo" analysis) to estimate the likelihood of achieving specific goals over time. Our objective is to implement a plan – both asset allocation and spending strategy - that offers a very high probability of success.
The benefit for clients is the peace of mind that comes from knowing they are on track to achieve their goals.