We offer a range of financial planning and investment management services. Since no two of our clients are exactly alike, we custom-tailor our services to fit each family’s unique circumstances, needs, and goals
It all begins with an Initial Assessment and Evaluation meeting, in which we develop an understanding of your situation and objectives.
At the end of this meeting you will receive a written report ‘My Life – My Wealth’, which will outline the opportunities and pitfalls of your current situation, and how we believe we will best be able to help you achieve your goals.
Depending on the outcome of our initial meetings, we will recommend one of three different overall service levels, with the specific components of the service being customized for your particular situation.
Our overall service levels will include some or all of the following components:
Financial Planning: Life goals analysis, detailed statement of holdings and net worth, cash flow and tax analysis, financial forecasting, risk analysis in case of death or disability, asset allocation analysis and personal efficient frontier, estate tax forecast and distribution analysis, evaluation of alternative accumulation and income strategies, collaborative development of a comprehensive written strategy and action plan, regular reviews with your account manager and planning team to update your forecast and action plan.
Implementation Services: customized portfolio design, selection of investment managers for portfolio components, facilitate purchase of GICs, mutual funds or asset management services, referral to Investment Counsel Portfolio Manager for separately managed accounts, standardized portfolio reporting or customized reporting, ongoing personal service and regular review meetings with your account manager and portfolio management team to confirm targets, consider asset allocation shifts, and re-balance the portfolio.