What does an initial meeting typically cover?
- Family and Background: We begin by learning what is most important to you and your family and how you view your wealth. This in-depth knowledge allows us to develop deep relationships with the families we serve, for decades to come.
- Goals, Desires, and Risk Tolerance: We have open discussions relating to what you are looking to achieve with your assets, covering topics such as growth, income, charitable interests, family legacy. This knowledge helps us develop a customized strategy designed to meet your objectives with an appropriate amount of risk.
- Income and Cash Flow: We believe cash flow is key to supporting what we call a work optional lifestyle. If appropriate, we will review your cash flow requirements and recommend strategies designed to satisfy them.
- Retirement: For many families, retirement is a top priority. We have a dialogue about your vision for retirement, the timing and how we can formulate a strategy designed to provide a successful outcome.
- Investment Management: Portfolio construction goes beyond a discussion of how much “risk” one is willing to take. Rather, the focus is on the risk required to meet one’s objectives. Volatile markets throughout our career have confirmed that a long term approach and one which is consistent with a client’s risk profile, is the best path forward.
- Tax Considerations: We realize that clients are responsible for taxes generated by a portfolio, and it is a consideration in how we approach investments, whether it’s the use of tax efficient instruments, tax loss harvesting strategies or the generation of tax-free income.
Steward Partners Investment Solutions, LLC (“Steward Partners”), its affiliates and Steward Partners Wealth Managers do not provide tax or legal advice. You should consult with your tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
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