Once you have found comfort in a plan that accounts for your personal future, you will need to carry out the actions called for in order to get on track. Using the full breadth of instruments below, we can help you fund your plan in almost any way imaginable. We will help you select methods for funding your plan and take the confusion out of those choices for you.
The best "next step" is to select the link below and complete a brief point-and-click questionnaire. It's unlike any you've seen before! No private information-just selecting your preference of potential risk/reward versus a fixed return. These decisions are weighed by an algorithm and determine your "Risk Number™ ." You can also get a free portfolio analysis using Riskalyze.
If, after that, you would like to continue to explore engaging the GWM team, I will use the analysis from the first stage to present a deeper assessment of your existing portfolio and the probability of achieving target returns using capital market assumptions. At this point, I believe you will know if you're comfortable with my approach. If so, we will complete short-form planning as the professional engagement is formalized. Larger complex estates usually warrant deep-dive planning incorporating all facets of your financial life.
Completely open architecture affords the flexibility to employ an endless universe of possible investments. I am required, as a fiduciary, to avoid or disclose any potential conflict of interest. I only earn transactional compensation on insurance products, which are commonly a solution for a specific element of the plan.
As a boutique practice, we do not seek volume; instead, we focus intensely on our clients and deliver proactive service. Our dedication to client satisfaction is a reminder that we depend on current clients' referrals for tomorrow's business growth.
