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Our Steps
Module 1 Consultation First, we get to know you, your financial situation and your needs. By understanding your personal financial situation we can complete a full Personal Financial Review to understand and design a financial plan customized for your unique situation. Module 2 Analysis We will conduct a thorough analysis of your current financial situation, drawing on the expertise and experience we offer at Robert A. Nicholls & Associates. We also have the ability to draw on Regional wealth planners that specialize solely in tax law, business planning succession etc. to make sure all your needs are met. By doing a needs analysis we can recommend the ideal Portfolio mix for your investments and Insurance solution for your insurance & estate needs. Module 3 Solutions We understand that each person and each business is unique. Your customized financial strategy will identify and offer strategies to address the challenges regarding saving for retirement, planning for your estate needs, business succession planning, tax optimization and much more. 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 lives as well as in the investment markets, tax law and econmonic realities. We are committed to ensuring your plan stays current and that it addresses all your needs and keeps you in the best financial position possible.
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 at your convenience for a private consulation.
View published source ↗When it comes to investing, it is a disciplined approach that pays the greatest dividends.
We can help you prepare a prudent investment strategy tailored to your objectives and risk tolerance. Then, we’ll implement it, consistently and carefully, choosing from a broad range of best-in-class products and services, which can include Assante’s exclusive investment programs, as well as thousands of individual mutual funds and wrap programs. Assante - an exclusive suite of managed portfolios As an Assante client, you have exclusive access to the customized United Financial brand of solutions managed by CI Investments Inc. With active management from portfolio managers around the world, these leading solutions combine investment expertise with wealth planning strategies. For high net worth clients with more complex wealth planning needs, you’ll benefit from the exclusive Private Client option through the United Financial division of CI Private Counsel LP.
View published source ↗Financial Planning
Financial Planning is a comprehensive process whereby details of the clients life and financial situation, goals, objectives, and dreams are identified and documented. This information is reviewed, discussed, and forms the basis of a plan. The plan will include investment philosophy, strategy, and recommended plan of action. Over time the recommendations are implemented and monitored as the client works towards achieving their documented goals.
View published source ↗Debt Management
Almost everyone incurs debt at some point in their lives. That’s why debt management should play a fundamental role in your financial plan. It is important for you to have the capacity to pay for unplanned expenses or major life changes. By assessing your current debt situation, we can assist you in handling your current debt and assess how well prepared you are to handle any situation.
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