Whom We Serve
After a mutually agreed decision to engage our services, decide what Level; 1, 2 or 3 is needed.
Level 1) Situational Clients
Recommendations to be addressed based on your specific needs
Level 2) Investor Clients
- Market volatility tolerance decisions based on your Personal Risk Budget
- Recommendations for proper asset allocation, portfolio construction and management
- Creating strategies to help you meet your goals and objectives
Level 3) Wealth Management/Financial Planning Clients
- Protecting what is important
- Discovery and review of current protection and needs
- Recommendations & Implementation as needed