At Assante, we make sure you have all the information you need before making such an important decision as choosing a financial advisor.
We listen to your goals and evaluate your current situation before creating a plan to help you achieve those goals.
Our initial no obligation Discovery Meeting gives us a chance to get to know you better and find out if we can work together.
Your information is collected to create a personalized plan for your financial goals while taking into consideration factors like time horizon, risk tolerance and your personal circumstances.
The strategies in your plan will only be implemented after you have understood the steps required and are willing and able to undertake the responsibilities involved.
At least once a year, we will meet to measure your progress and make necessary adjustments to your plan as your life circumstances change.