FIVE-STEP PROCESS
To provide wealth management, Bob follows a disciplined five-step process to help keep you on-track to achieving your goals. A disciplined process keeps us all focused on what’s important-helping you live life the way you want.
1
INTRODUCTION
Bob will introduce you to the wealth management services he provides, not just during our first meeting, but on an ongoing basis as your needs evolve and new services become available.
2
DISCOVERY
Together, we will gain a deeper understanding of your individual needs, goals and circumstances to help you clarify your financial objectives. This includes gathering together all your important financial information.
3
STRATEGY
Next, we will analyze your financial and personal information to match your objectives with smart, time-tested strategies.
SOLUTIONS
Together we will develop thoughtful and creative solutions tailored to your objectives, drawing from a wide selection of world-class products and services
4
5
SERVICE
We will regularly review your situation to help ensure your financial objectives are being met in light of our changing needs.
Guiding you through each stage of your life
Wealth management is an ongoing process to help guide you-and your family-through each stage of your life.
Accumulating Wealth - Growing Assets
Together we develop strategies designed to achieve your financial objectives including planning for retirement, funding an education or preparing for a major purchase.
Transferring Wealth – Creating a Legacy
Working together with your other professional advisors, Bob will help create your legacy for family and charity, while addressing tax obligations and debts.
Converting Wealth - Creating an Income Stream
We put strategies in place to help you maximize your after-tax retirement income. Bob will help you determine which types of income-producing investments are most appropriate for you.
Protecting Wealth – Maintaining Assets
To help protect your financial well-being, Bob will implement time-tested strategies designed to reduce risk. His goal is to provide you with peace of mind, help maintain your independence and preserve family harmony or current lifestyle.