Common Questions before we Begin

Below are some of the common questions new clients have when we meet for the first time. Perhaps you have some of the same questions; perhaps you need answers to other concerns. Our commitment to each new client is to answer all of your questions before we ask you to proceed.

Typical Questions:
  • So many approaches seem pre-packaged; can anyone tailor a package specific to our needs?
  • When was the last time someone really listened to us before they tried to sell us something?
  • How much money do I need to maintain my lifestyle in retirement?
  • I am about to retire; how can I best manage my affairs?
  • With all of the recent volatility in the stock market, are there other types of assets or investments that may be a better choice for me?
  • We want growth but how do you manage the risk?
  • Do you only manage our money or do you take care of our other financial needs as well?
  • Costs and fees are a mystery to me; how do you get paid?
  • Do you invest your money in the same way you are recommending that I invest mine?

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.