What To Expect

What every investor should know coming in


No fees or costs when meeting and offering options.

Investors needs and goals have changed little throughout time. However technology, globalization, and different changes such as the demise of the Glass-Steagall act make it necessary to work with an advisor who acts as an advocate on your behalf.

We start the process by answering any questions or concerns you may have. It then becomes essential that we confidentially gather as much personal financial information as possible. All information and conversations you have with us will be kept confidential.

After gathering information comes education and cooperation. Your attorney, accountant, and financial advisor should all be working together on your behalf. Education includes looking at your short, medium, and long term strategies and investments and solving any problems or inefficiencies by looking at options available. Execution is important. Upon implementation, we become your partner and advocate. All transactions, records, statements and monies will always be paid directly to investment companies, not us, and you will receive information on every transaction as well as summaries.

Generally, our first appointment is for discovery, confidence and greater piece of mind, which is followed by a summary of any inadequacies or improvements that can be made. From this point, we enact these processes in a simple and timely manner.

Our clients then have availability of information concerning their investments like us and are able to easily work with us in a cooperative fashion, where value is added.

It is as important to know who we are and how we do things, as it is to know as much about your financials as possible. It is important that you and us are both working from the same point of view. You should know your limitations and the fact that there is no quick and easy fix or miracles when it comes to investing. It is important that you understand yourself financially and that investing is an ongoing process and not a destination. 

 

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Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. MemberĀ FINRA/SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WI.

 

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414.529.6520 | toll free: 800.313.8692