Services: Means prides itself on formulating financial plans suited to the client and his or her goals. They begin by exploring the details of the client’s current financial picture and long-term objectives. They discuss retirement plans, liabilities, and philanthropic interests. They determine the client’s risk tolerance. With the client’s goals in mind, the advisor will explore current financial circumstances, identifying any obvious problems. The advisor will seek a complete understanding of the financial situation before beginning to map out feasible, sustainable paths toward the client’s goals. Then, the Means advisor will construct comprehensive strategies tailored to the client’s risk tolerance and time constraints. The guidance is unbiased and honest, acting in the clients’ best interest, not their own. Means advisors work with the client to implement the strategy. In some cases, the plan involves collaborating with outside professionals such as an estate attorney or accountant. At every stage, clients receive updates on progress and next steps. After the new plan is fully implemented, the Means advisors will check in regularly and review changes in the market, the client’s objectives, and the client’s financial situation. Reassessments and refinements will occur as necessary.
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