Wealth Management Services
Current Portfolio Analysis
Investment Objective & Risk Tolerance Analysis
Income Needs Analysis
Education Needs Analysis
Retirement Needs Analysis
Long Term Care, Life & Disability Insurance
Asset Management to Maximize Tax Efficiency
Estate Planning Strategies
Meetings to Discuss Your Portfolio
Quarterly and Annual Account Reviews
Monthly Teleconference (if necessary)
Team Meetings with Attorney, CPA, or beneficiaries
Scheduled Communication with Institutional Money Managers
Ongoing Portfolio Analysis & Service
Suitable Asset Allocation Design & Periodic Rebalancing
Quarterly Performance Reporting
On-Line Account Access
Annual Diversification & Performance Analysis
Access to WealthVision
Transaction Based Statements
Periodic Market Commentary & Economic Updates
Outlook 2025: Pragmatic Optimism
Outlook 2025: Pragmatic Optimism By LPL Financial Research Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again. Stocks continued their strong performance, driven by powerful...