Our Wealth Management Process
Our approach to assisting you in the identification of your financial objectives is based on a solid foundation of five disciplined steps and procedures:
STEP ONE I TO START…WE BEGIN BY LISTENING
We spend time getting to know your goals and objectives before developing a suitable investment strategy. Through a personal interview process, we identify your short and long-term financial objectives. We discuss your current financial situation and where you would like to be at defined points in time as well as the level of risk with which you are comfortable.
STEP TWO I DEVELOPING YOUR CUSTOMIZED PLAN
We will thoroughly analyze the information you have provided.
We consider your investment preferences, income and liquidity needs and the tax situation and circumstances of your entire family. From here, we prepare an investment plan.
STEP THREE I PRESENTING YOUR PLAN
We will guide you (and others you deem appropriate) through your investment plan. You will be able to raise questions and confirm our interpretation of your investment goals. Once this is done, we will review specific investment recommendations for your approval.
STEP FOUR I EXECUTING YOUR PLAN
At this point, we will execute the recommendations based on your approval.
STEP FIVE I MONITORING AND PERIODIC REVIEW
Our firm will prepare periodic updates of your financial position.
As often as needed, we will meet with you to review your planning strategies as your financial situation or family circumstances change, and to monitor progress against the action plans. In addition, we are always available to answer any client questions that may arise.
All Securities Offered Through The Investment Center, Inc. Bedminster, NJ Member FINRA/SIPC.
Advisory Services Provided Through IC Advisory Services, Inc. –An SEC Registered Investment Advisor.
Latimer Wealth Management is not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc.