Individualized Investment Planning
The analysis, advice, and strategies you receive are all tailored specifically to both your sensitivity to risk and your individual goals. Understanding your short and long term financial objectives come first, before any recommendations are made.
- Your investment program is developed based on your specific objectives using proprietary models.
- In-house research is conducted on your behalf to find the optimal investments for your portfolio.
- With a goal-focused portfolio utilizing a variety of investment techniques, including both strategic and tactical allocations, you are better positioned to meet your objectives.
- Your portfolio is monitored on an on-going basis and rebalanced when necessary to keep you on track with your financial goals.
Any planning issues that arise while identifying the state of your financial life will be expertly dealt with by the advisors of Financial Solutions Associates.
It may be time to modify your estate plan or evaluate college savings alternatives. Financial Solutions Associates’ financial planning services will help you address these issues.
Commitment to Service
Barnet and Alex suggest client review meetings at least annually. This enables you to stay informed about your investment program and allows the advisors to make any adjustments that may be required due to changes in your life situation, tax laws, or other economic factors.
Your portfolio is not static and neither are your financial goals—therefore, investment strategies need to be adjusted on an ongoing basis to keep them aligned with your latest objectives.
With Financial Solutions Associates as your wealth managers, you are better positioned to plan for the future, meet your financial goals with comfort and peace of mind, and enjoy retirement.