Process

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Understanding Your Wealth


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I believe in establishing a budget up front.  Whether you are saving for the future or currently in retirement, we will discuss how much you may need from your invested assets on a monthly and annual basis, if anything.

Using the Stifel Wealth Strategist Report® as my primary data-gathering tool, I will delve into your financial situation, including investable assets, savings, insurance needs, and estate planning issues.  

During my consultative process, I seek to:

  • Understand your unique financial blueprint  
  • Develop unbiased and tax-efficient wealth management strategies
  • Present strategies in a clear and comprehensible manner

I understand how important your wealth is to you and am open and transparent about costs as well as any fees associated with my services.

 

 

Stifel and its associates do not provide tax or legal advice.  You should consult your tax or legal advisor regarding your particular situation.