At Assante, we simplify your life by meeting all of your wealth management needs in one place. You may have a number of professionals who provide you with sound advice in their areas of expertise; however, each may be making recommendations without the full knowledge of the others’ advice. As your main source for all of your wealth needs, I can help you make the right decisions. Through a personalized, comprehensive approach to wealth management, Assante provides access to a broad range of services and solutions supported by an in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants. As your trusted advisor, I pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate your current financial affairs to formulate a plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests. Discover the Assante difference. Call me to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning Insurance products and services are provided through Assante Estate and Insurance Services Inc.
Published content areas
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A Complete Approach to Wealth Management1. The Discovery Meeting6. Progress Update Meetings3. Financial Snapshot Report
Evidence-backed planning topics
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A Complete Approach to Wealth Management
At Assante, we simplify your life by meeting all of your wealth management needs in one place. You may have a number of professionals who provide you with sound advice in their areas of expertise; however, each may be making recommendations without the full knowledge of the others’ advice. As your main source for all of your wealth needs, I can help you make the right decisions. Through a personalized, comprehensive approach to wealth management, Assante provides access to a broad range of services and solutions supported by an in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants. As your trusted advisor, I pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate your current financial affairs to formulate a plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests. Discover the Assante difference. Call me to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning Insurance products and services are provided through Assante Estate and Insurance Services Inc.
We begin by asking you a series of questions so that we better understand how your financial situation has evolved over time. We'd like to understand what is important to you as you build and preserve your wealth. Our objective is to understand your values as they relate to money. As a result you're more likely to commit to your own active plan and you’ll have an easier time prioritizing your goals. Next we focus on identifying your financial milestones; when you would like to reach them, what resources it will take and how you will feel once you have arrived. We will also take a snapshot of where you are today in four key areas; cash reserves, growth assets, risks management and debt.
We will meet on a regular basis to review your progress and make adjustments as needed. During these meetings we will: Inform you about changes such as new legislation, trends or opportunities that will impact your plan and provide you with revised recommendations. Review the progress you have made towards the accomplishment of your milestones. Review the action items that were completed during the past reporting period. Revisit the action items that are to be implemented during the current period.
We will take the information we gathered during the Discovery Meeting and Comprehensive Assessment to build your own personalized Financial Snapshot Report, which you can begin to use immediately to chart and control your financial future. This report is your financial compass, allowing you to clearly see the steps you will need to take in order to accomplish your goals.
