When it comes to financial goals, success usually comes over time, not overnight. Your financial advisor uses an established process to help build and implement your personalized financial strategies by:
We want to understand what’s important to you. Each time you and your financial advisor meet, you’ll discuss your needs and current financial picture.
By translating your needs into specific, measurable financial goals, you can easily track your progress over time.
Together with your financial advisor, you’ll review your current situation and consider potential solutions and strategies. If you wish, your financial advisor may involve your tax and legal professionals.
You have choices in how you can work together. Based on your priorities and preferences, you can select the account options and mix of investments and services that can help you achieve – and protect – your goals.
Meeting annually can help ensure you stay on track. During your review, you and your financial advisor will:
There is no "one-size-fits-all" investment strategy. That's because you invest to achieve what's most important to you.Read more
Because your investment goals are unique, we believe these 10 “rules of the road” can help you get where you want to be.Read more