How to Build a Suitable Portfolio

You can work toward reaching your objectives through personalized programs.

 

Fee-Per-Plan

This covers the traditional scope of financial planning, which can include retirement needs, estate planning, education planning and inheritance management. After a clear understanding of such needs and goals, We can provide you with a customized, written plan that may position you to make successful investment choices.

 

Asset Management Services

You also have access to robust, managed strategy solutions through programs such as the Managed Account Program, or through Genwoth Financial Wealth Managment these  asset-based quarterly fee plans understand your needs, designe a portfolio to meet your long term goals, and go though periodic reviews of your portfolio.  

Investment Opportunities

With your input, we will create a customized financial plan. We will also draw on the expertise we have accuired over the sixteen years to also include your legal or tax advisor, to craft a selection of financial strategies for your individual circumstances and objectives. With the help of these and other valuable resources, We will provide you with quality services, including analysis and recommendations in areas such as:

• Asset allocation

• Education planning

• Estate planning

• Insurance profiles and analyses

• Retirement planning