We believe that everyone deserves competent and objective advice strictly in their own best interest. This requires complete unapologetic transparency. We hope to inspire clients to make informed decisions that guide them on a path of financial success. We have the time, discipline and knowledge to prepare and implement custom financial plans and investment policies.
Plans and policies are based on unique client circumstances, resources, and life goals. Progressive portfolio theory facilitates successful financial outcomes while reducing exposure to market risks. Custom financial plans and investment policies provide clients with the conviction to make lifetime decisions based on fact rather than emotion.
Plans and policies are based on unique client circumstances, resources, and life goals. Progressive portfolio theory facilitates successful financial outcomes while reducing exposure to market risks. Custom financial plans and investment policies provide clients with the conviction to make lifetime decisions based on fact rather than emotion.
Services
We are a fee-only advisor delivering genuine transparency and objectivity in creating financial solutions. Solutions are designed to achieve financial success with the highest probability of success at the lowest possible risk. James Titus has been in the financial industry since 1985. Over his career he has had leadership positions in financial institutions where he initiated and promoted business units unique to those institutions.
We'll sit down and discuss what is important to you now, and what matters most with respect to your financial future. Then we'll review your portfolio with you. If we think your investments continue to be appropriate, we'll gladly tell you so, and send you on your way.
If, on the other hand, we think some of your holdings are no longer suitable based on what's important to you, we'll explain why, and if you like, we'll recommend some alternatives.
If, on the other hand, we think some of your holdings are no longer suitable based on what's important to you, we'll explain why, and if you like, we'll recommend some alternatives.
At Titus Financial we employ a fiduciary process of Sequential Screening, Segmentation Analysis, Structural Modeling, and Selective Substitution. In aggregate, these inputs create low cost portfolios designed to meet client objectives with the highest possibility of success at the lowest possible risk.
1. Scope of Engagement: An introductory meeting is scheduled to discuss your wants and needs and the services offered by Titus Financial. We will define the scope of the engagement before any planning services are provided. 2. Gather Client Data: We will work together to define personal and financial goals and inventory your financial resources, review your estate plan, and quantify your income needs.
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