Getting to Know You
Before any investments are made, we will get to know more about you: your objectives, goals, assets, income (both current and future) and more - in order to be in the best position to be able to recommend the appropriate product or service.
It is important for us to be ‘on the same page’ regarding basic investment concepts. Helping clients navigate through the vast number of financial products, what they are and how they may fit your needs, is necessary to allow clients to feel comfortable with the investments they make.
Portfolio management is generally done using Active Management which incorporates Asset Allocation, Modern Portfolio Theory, Multiple Fund Managers and Regular Rebalancing. Some of the services we offer include:
- Retirement Income Planning
- Estate Planning
- Long-Term Care Insurance
- Preferred Portfolio Services
We look forward to the opportunity to get to know you and explain how our product and services can help you. Contact one of our financial advisers today.
Fixed insurance products and services offered through American National Wealth Management or CES Insurance Agency.