Identify Client Goals

Tom Byrne with Client
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Before we open any account or recommend changes to a portfolio, we like to sit with clients to determine the current, prospective, and hoped-for financial situation; the goals. Important issues we like to bring up include:

  • Education funding
  • Retirement
  • Cash Flow
  • Wealth accumulation
  • Tax minimization
  • Estate planning

Additionally, we must obtain a clear idea of each client’s view on investments, especially expectations, previous experiences, and most critically the tolerance for risk.

Are current holdings risk appropriate?
Can current holdings achieve desired goals?
We can help provide the answers.

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