At Assante, we make sure you have all the information you need before making such an important decision as choosing a financial advisor. We provide all prospective clients with a detailed advisor profile, explanation of our services, and a company overview that explains the advantages we offer to our clients. We listen to your goals and dreams, evaluate your current financial situation, then formulate a plan to help you meet those goals. In the end, you will have a plan that addresses all of your needs by providing the most effective solutions for you and your family.
To learn more about the benefits of being an Assante client, take a closer look at our customized approach below, or contact me at your convenience for a private consulation.
Our “client focus” is primarily for families owning private companies, professionals engaged in private practice and individuals looking to maximize value during retirement.
We outline available resources to fund your individual retirement plan.
We clearly identify opportunities such as debt coverage, income interruption exposure, tax optimization strategies and then explore solutions.
We provide you with a formal written plan: your own “Financial Blueprint”, which shows where you can be (financially) at age 40, 65 and beyond.
We meet with you regularly to provide updates and, if necessary, recommend alterations to your plan.
Jamie & Matthew Thomas