As one of the top Chester County financial advisory firms, we developed a trademarked retainer fee-based financial plan customized for our clients to cover all aspects of your wealth management planning journey. We call it our Milestone Clarification ProcessTM (MCPTM ). It is a layout of meetings with specific milestones leading you to your long-term goals.
This unique retainer fee-based financial program does not require assets to be managed by us or products to be bought by you. Whether the result is a confirmation of you being on the right path or a recommendation that some adjustments may be in order, receiving a second opinion can help you gain confidence in your long-term financial plan.
This unique retainer fee-based financial program does not require assets to be managed by us or products to be bought by you. Whether the result is a confirmation of you being on the right path or a recommendation that some adjustments may be in order, receiving a second opinion can help you gain confidence in your long-term financial plan.
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Whether the result is confirmation of you being on the right path or a recommendation that some adjustments may be in order, receiving a second opinion can help you gain confidence in your long-term financial plan. There are no requirements to have an SOS meeting, just an open mind. Planning does not mean you need to have assets with your advisor.
Frederick Hubler had the idea that a total wealth management firm should cater to a small amount of extraordinary clients. The company's main goal: provide exceptional client service while allowing high net worth individuals' access to institutional strategies and platforms. Over the years, we found that a team approach is an effective method to help clients with a wide variety of needs as they maneuver through a complex financial-services world.
Every person should be comfortable with his or her financial strategy. Does your current asset allocation fit each of your goals and multiple risk tolerance levels? Legal documents and life insurance should be aligned with your investment strategy to meet your goals. Are you set up to provide for your heirs the way you want to?
No matter where you are in life, whether you are a young professional or winding down a successful career, you have goals and dreams. CCWMG engages you in an ongoing conversation about your needs, goals, and objectives to create the holistic life plan that is right for you. We act as a head coach, coordinating with your other trusted advisors such as your attorney and CPA to ensure everything in your comprehensive plan works together smoothly.
Are you looking for new advisor to manage your assets? Maybe you recently retired, but are concerned about what happens financially afterwards? After all, once you retire there really is no way to step fully out of retirement again. Not retired yet, but close to it and want to get your assets in order prior to the big life change?
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Robb Frees
Jan 12, 2018
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