Like most people, you have hopes, dreams, and life goals for yourself and your family. These might include buying a home or business, saving for college education for your children, taking a dream vacation, reducing taxes, and retiring comfortably.
Financial planning is the process of wisely managing your finances so that you can achieve your dreams and goals - while at the same time helping you negotiate the financial barriers that inevitably arise in every stage of life.We believe that each client is unique and that "rules of thumb" and cookie-cutter approaches to financial planning and investment management are inappropriate.
Financial planning is the process of wisely managing your finances so that you can achieve your dreams and goals - while at the same time helping you negotiate the financial barriers that inevitably arise in every stage of life.We believe that each client is unique and that "rules of thumb" and cookie-cutter approaches to financial planning and investment management are inappropriate.
Services
We represent only our clients. Certainly every "advisor" claims this position. So what do we mean? We are locally owned, not a branch office of some larger distant organization. We are an independent Investment Advisory firm.
Being independent allows us to recommend the universe of investment and financial planning ideas without restriction because we are not affiliated with any broker-dealer, insurance company, bank, mutual fund company, stockbroker or anyone or anything else.We are highly experienced, educated and credentialed.
Being independent allows us to recommend the universe of investment and financial planning ideas without restriction because we are not affiliated with any broker-dealer, insurance company, bank, mutual fund company, stockbroker or anyone or anything else.We are highly experienced, educated and credentialed.
Asset allocation is the appropriate core strategy for longer-term investing. The essence of this strategy is spreading investments over a variety of asset classes in order to reduce the risk of substantial loss and achieve the greatest possible risk adjusted return. Dr. Harry Markowitz and Dr. William Sharpe won the 1990 Nobel Prize in Economics for devising this strategy.
At the beginning of client relationships we meet to solidify financial goals, discuss preferences and risk tolerances, analyze financial information, review financial plans and investment portfolios, and provide specific recommendations.
Ongoing, we typically can meet with Investment Management clients quarterly or as meets with the clients schedule to review investment results and with Financial Planning clients semi-annually to update their custom-made financial plans.Since many Financial Planning clients are also Investment Management clients, investment portfolios and financial plans are inter-related and often reviewed during the same meeting.
Ongoing, we typically can meet with Investment Management clients quarterly or as meets with the clients schedule to review investment results and with Financial Planning clients semi-annually to update their custom-made financial plans.Since many Financial Planning clients are also Investment Management clients, investment portfolios and financial plans are inter-related and often reviewed during the same meeting.
Be objective and independent in order to provide unrestricted advice and options that will help clients achieve their goals. Provide quality advice by designing creative strategies that are custom-tailored to meet client goals. Educate clients about investment options and the financial planning process so that they can make informed decisions.
We believe that clients must set their own goals. It is our responsibility to educate them in the process and to assist them to define, quantify, and prioritize their goals. It is our responsibility to request and the client's responsibility to disclose all relevant financial information. Our analysis is sophisticated and thorough.
Reviews
Be the first to review Witnauer Sloan & Associates.
Write a Review
