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 consultation.
We get to know you, your current situation, needs and goals through a discovery meeting.
We will collect financial information, prepare a plan to address your needs, conduct a thorough analysis of your current financial situation and compare to your goals.
We understand that each person and each business is unique. Your customized financial plan will identify and offer strategies to address the challenges.
We will meet on a regular basis to monitor your evolving needs and goals in light of changes in your life as well as in the investment markets, tax, law and economic realities.