All of us are different, with unique wants and needs. Clients frequently tell us that the important questions we ask in order to craft a long-term investment plan, while difficult and challenging, are ultimately clarifying. 1. Defining Goals & Expectations
The first step in achieving goals is always the same: to clearly identify the specific goals to be accomplished. In our first meeting, we’ll sit and listen. As we get to know you and your financial goals, we will discuss the scope and focus of the work, together agree to realistic deliverables and timetables, and determine a mutually acceptable fee structure. 2. Gathering Data for Analysis
The next step is to collect your personal and financial information. We’ll use an Investment Policy Questionnaire to ascertain your risk tolerance, consult with your key advisors (such as CPAs and attorneys), and then use our tools and resources to organize and analyze the data in preparation of your personal wealth plan. 3. Communicating the Game Plan
Once a clear direction is determined, we’ll then transform it into a disciplined plan. You will receive an integrated plan that includes:
Personal Investment Strategy
Estate & Tax Planning Strategies
Retirement/College Projections
Insurance Review
4. Prioritizing the Solutions
Your plan will be prioritized by taking the whole and breaking it into small well-defined parts. With your input we will develop an implementation task list: our tasks, your tasks, and other trusted individuals (CPAs, attorneys and others). We then follow up with you and your advisors on the progress of our solutions. 5. Monitoring the Plan
We periodically review your financial status – tracking your progress and making any necessary “financial tune-ups”. While portions of your personal wealth plan may change, one thing never will — our commitment to providing personalized solutions for your financial future.
Securities offered through Cambridge Investment Research, Inc. A registered broker/dealer.
Member FINRA & SIPC.
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Investment Advisory Services offered through IAR’s
of Longview Wealth Management, a Registered
Investment Adviser.
Securities offered through Registered
Representatives of Cambridge Investment
Research, Inc., a Broker/Dealer, Member
FINRA/SIPC, to residents of:
Alabama (AL),Arkansas (AR),Arizona (AZ),California (CA),Colorado (CO),Connecticut (CT),Delaware (DE),Florida (FL),Georgia (GA),Illinois (IL),Indiana (IN),Kansas (KS),Kentucky (KY),Louisiana (LA),Maine (ME),Maryland (MD),Michigan (MI),Mississippi (MS),Missouri (MO),Nebraska (NE), North Carolina (NC),New Jersey (NJ),New Mexico (NM), New York (NY),Ohio (OH), Oklahoma (OK),Oregon (OR),Pennsylvania (PA),Rhode Island (RI),South Carolina (SC),Tennessee (TN),Texas (TX),Utah (UT),Virginia (VA),West Virginia (WV),Wisconsin (WI),Wyoming (WY), Vermont (VT).
Cambridge and Longview Wealth Management are not affiliated.
