Evidence excerpts are drawn from stored public Assante advisor pages and are shown with their source links.
Senior Wealth Advisor
With over 25 years of experience, Randy has developed a knack for simplifying the process of wealth creation and risk management. Randy has once again earned his position as a member of the Assante Chairman's Council, a distinction he has held since 2012. This recognition reaffirms his success as a practice. His team and the team of experts he works with are committed to providing you with the services you need to manage your wealth. Planning your finances and making wise choices can be a challenge in this complex world. Working with a network of highly skilled professionals, he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of life for his clients. Among the greatest strengths he brings to his client relationships are knowledge, integrity, commitment to exceptional service and the ability to speak in a language his clients can understand. A balance of community, family and spiritual life contribute to the wisdom Randy brings to the table. His commitment and follow through come from listening to his clients, and helping them stay on track to get the most out of their plan. Randy is active in continuing his education through professional associations and participating in projects in the community.
View published source ↗Becoming a client
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 for a discovery session.
View published source ↗Module 4
MONITOR AND REVIEW We will meet on a regular basis to monitor your evolving needs and goals in light of changes in your life. We work together to respond and make plans that give you an advantage with the investment markets, tax laws and economic realities that impact you. As an advisor, who is committed to your success, it is imporant that we review and adapt to those changes and life events that influence your financial future.
View published source ↗Module 2
ANALYSIS We will conduct a thorough analysis of your current financial situation, drawing on the expertise of Assante Private Client, a division of CI Private Counsel LP. These include chartered accountants, lawyers and investment specialists. Each provide specific expertise in tax minimization, esate and will planning, small business ownership, pension management and insurance needs evaluation.
View published source ↗Module 1
CONSULTATION First, we get to know you, your financial situation and your needs, by understanding your personal financial philosophy and goals.
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