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Process | Invest | Retire | Legacy

Independent RIA

Our Wealth Management Process

We combine thorough financial planning with customized investing to help you identify and achieve your most important life goals.

Customized Planning

Our detailed planning process allows us to completely understand each client's personal and financial situation, objectives, comfort level with risk and time horizon for achieving goals. This understanding allows us to:

  • Create customized investment portfolios
  • Help minimize tax liabilities inside and outside of client portfolios
  • Advise clients on estate planning with the assistance of our expert partners
  • Advise on tax-efficient, impactful philanthropic strategies.
  • Analyze existing risk mitigation and insurance strategies.
  • Review existing debt and liability structures to determine if better options can be utilized.

Advice that Serves You

The guidance that results from our planning process is based on the sole criteria of helping you meet your goals. Are you focused on retiring comfortably, selling or exiting a business or leaving a lasting legacy?. We always recommend the most appropriate , most cost-efficient products and solutions—and never those that don't help you reach your objectives.

Seeing the Big Picture

We recognize that no client's financial life is one-dimensional. Using our deep expertise in investing, tax management, risk mitigation and other areas, we coordinate all the elements of your financial life in order to help you reach your bottom-line goals and achieve peace of mind.

Relationship Management

Investment Management

Successful investment management starts with discipline. It is the cornerstone of your financial future. We manage your assets as if they were our own. We work to achieve our clients goals through appropriate growth and income, but also have a finite focus on risk and all of the competing forces that can impact a portfolio over time. Through extensive research, tactical allocation, and focused risk modeling and management, our portfolios help clients stick with their plan and achieve their long-term goals.
  • Custom Portfolios
  • Science, Not Guesswork
  • Expertise Matters
  • Discipline and Flexibility
  • Long-Term Focus
  • Limited Taxes

Expertise Matters

Financial advisors have widely different levels of expertise. We believe that clients who entrust their wealth to an advisor deserve to work with highly credentialed experts.

Advanced Planning for a Secure Retirement

Financing retirement has become increasingly complex and can cause unnecessary anxiety, especially for those who plan to access their retirement assets in the next several years. An array of investment options, combined with fluctuating interest and inflation rates and other variables, make it difficult to determine how much you will need, where you should invest, and to whom to turn for assistance.

The complex tax and legislative environment surrounding retirement planning only compounds the confusion. With qualified plans, such as IRA, pension, profit sharing, and 401(k) plans, the timing and amount of withdrawals are critical in order to avoid additional tax penalties. And if you have accumulated significant qualified plan assets, you may face additional problems, such as the "Double Tax Dilemma," where the government can tax these assets twice.

Legacy

Discovery Meeting: This is where we get to know you, your family, your hopes and your dreams. In short: What’s meaningful to you, now and in the future.

Investment Plan Meeting: Based on the information we gathered at our Initial Meeting, we’ll share our analysis and recommendations—and show you how we’re different.

Mutual Commitment Meeting: Feel like ASI is a good fit? Let’s make it official. At this meeting, we’ll move forward with our professional relationship.

Follow-Up Meeting: We’ll help you organize the paperwork you received, explain our statements and reports, and make sure you’re good to go on all aspects of this great new relationship.

Wealth Management Plan: This is where we go from recommendation to reality. Based on our initial analyses, we’ll create a comprehensive evaluation, offer strategies for Wealth Enhancement, Wealth Transfer, Asset Protection and Charitable Giving, then share with you for your review.

Regular Progress Meetings: It’s hard to know if you’re moving forward without regular progress reports. We’re always available to chat about your investments, but we also schedule quarterly meetings to review changes in your personal or financial life and make adjustments to your Wealth Management Plan as needed. Life changes. Your Wealth Management Plan should, too.

Let's begin.

Complimentary "Get Acquainted" Meeting

Independent RIA

Securities offered through TD Ameritrade, Inc. Member FINRA/SIPC.
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