"TWMtoday, Foundation of Trust & Satisfaction"
We typically begin with a short phone conversation in which we discuss your general circumstances. If our services appear to be a good fit for your needs, we offer a complimentary initial consultation at our office. To better assist you, we will ask you to complete a short questionnaire and return it to us prior to the initial meeting. The initial consultation will focus on your goals and priorities. The meeting is an opportunity for us to learn more about each other, as well as, explain our services and our processes.
Whether you're just beginning your career or already retired, retirement planning is likely to be one of your main concerns. We will assist you in determining the amount you need to save for retirement, the best vehicles for your retirement savings, and whether you can successfully retire at the age you want. If you are nearing or in retirement, we will develop withdrawal strategies for a successful retirement. We will also calculate your required minimum distributions.
The most prudent investment strategy can be upset quickly by unexpected events - like a disability, death, lawsuit or the need for long-term care. We will assess the risks you may face and recommend the best ways to handle those risks.
We believe value can be found in different types of securities at different points in the economic cycle. Our experience has achieved a proven long-term track record managing portfolios.
Recommendation of the an appropriate asset allocation for your risk tolerance and time horizon
Assisting in the transfer of your accounts to a consolidated portfolio
Purchase and sale of investments as needed
Monitoring of your portfolio on a regular basis
Rebalancing your portfolio to remain consistent with your asset allocation
Discussion of relevant investment issues as needed or as requested by you
Every investor has different perspectives, needs and goals. We are committed to providing advice and research to meet your investing style. Our research blends a combination of proprietary and third party resources. Our team utilizes all of the resources and research available to us with the goal of providing our clients a competitive edge in today's investment environment.
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