About Us

About

About [Firm name] Services

At [Firm name], we believe that managing your money wisely means being knowledgeable about all your options. That’s why we place a heavy emphasis on financial education.

There Is an Alternative to Wall Street's Growth Strategies

[Firm Name] is a full-service financial firm dedicated to helping clients meet their long-term financial goals through income-based financial strategies. Our financial advisors are Income Specialists who are well-versed in income-generating investment strategies designed to help clients preserve their savings, so they can use it as a steady source of retirement income that is not dependent on stock market growth.

Our 7-Step Process

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the foundation of our success.

  1. Identify Lifetime Objectives & Strategies 
    At [Company Name], we don’t believe in a “cookie-cutter” approach. No two situations are alike. We tailor your financial strategies to help you in achieving your specific lifetime goals and objectives.
  2. Determine Your Risk Profile 
    How much of your money should be in the stock market? How much should be in more conservative investments? We believe in staying within your comfort level rather than chasing short-term market returns.
  3. Understand All of Your Options 
    Some advisors are not willing to spend the time to educate you. We believe an informed client is a good client. We believe peace of mind may come from understanding your options.
  4. Build Your Portfolio 
    Your personal preferences as well as your cash flow needs are some of the factors that determine your investment allocation. In building your model, we educate you about today’s more conservative income-generating investments, so you can make informed decisions.
  5. Optimize Your Investment Allocations

    If you desire, we will help you allocate the equity portion of your investments in conjunction with modern-portfolio theory and mean-variance optimization.

  6. Identify Tax Reduction and Catastrophic Protection Strategies
    Once your investment allocation is completed, we help coordinate your affairs. Our focus is on minimizing income taxes and future death taxes as well as helping to potentially protect you and your assets from healthcare catastrophes.
  7. Schedule Regular Periodic Reviews 
    We believe regular periodic reviews will help you stay the course. Our firm’s success, in large part, comes from an emphasis on client service. We strive to contact each of our clients at least four times a year.

Get Your Retirement Planning Questions Answered

We Are Here to Help

Schedule a complimentary 15-minute call with one of our advisors.

You can also call us directly at (123) 456-7890