Easy to understand fees and investment performances
Investment timeframe – clients with longer time-frames to invest are able to focus more on growth-oriented stocks, while those with shorter timeframes need an investment that is a bit more stable.uction.
We will analyze your:
We will run simulations to generate future investment market scenarios to estimate the probability of achieving your financial goals. Detailed cash flow tables for each year of your life will be produced to project your most likely financial picture in each year until age 92.
Here’s an outline that will give you an idea of how our conversation will go:
In order to prepare for our planning meeting and make the most of our time together, we ask that you print out the client questionnaire (see below), fill it out and fax or send it to us at least two days prior to our meeting. Please let us know if you do not have access to a printer and we will gladly mail you a hard copy.
We seek to be the top wealth management firm. We define what the best wealth management firms look like this way: It is through listening and transparent leadership with studious financial and investment planning. We serve clients in the Saint Paul, Minneapolis, and Rochester areas.
We will continue to be in close communication with our clients through ongoing periodic reviews
Understand Client's Risk Tolerance and Preferences
Education of Investment Strategy and Product Used
Understand Emotional Implication of Investing
Understand Total Fees, Obvious and Hidden, of the Investment Products
Institutional level transparency in Investment Performance Report
Discuss Future Meeting Topics