Our client relationships begin with gathering your information and determining your goals and expectations. We make sure that we’re crystal clear about what you want to achieve before providing any advice.
Having thoroughly analyzed your situation, goals, timeframe, and risk tolerance factors, our team then develops a custom written plan for your review that includes specific recommendations.
After the initial plan is approved by you, we establish an account at TD Ameritrade, one of the most respected financial custodians in the world. If necessary, we can easily transfer assets from the client’s old broker and execute changes in the new account to implement the plan.
Monitor and Manage
We actively monitor your progress, make course corrections and, if your goals change, adjust the portfolio as needed.