We work hand-in-hand with our clients to create a plan to help them achieve their financial goals. We will discuss your investments with you in detail, beginning with an in depth questionnaire which will lead us to a comprehensive retirement plan.
The plan will include an optimal asset allocation, expected rates of return (based on historical data), portfolio structure and strategy, based on a clear understanding of your investment objectives as well as your risk tolerances.
In the end, we will have an Investment Policy Statement which will serve as a working document, to be assessed annually to assure we are still acting within your best interests and are on track to meet your retirement needs.
We can consult with you on, and manage the investments for, virtually all types of retirement plans including but limited to, various forms of IRA, 401k, 403b, 457, Pension, and Profit Sharing Plans.
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