Our Consultative Approach

We want to work together with you to quantify and define your specific goals throughout your life and across generations.  To do this effectively, our consultations will involve categorizing your goals into your NEEDS, WANTS, and WISHES.  

 

 

 

 

 

 

 

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Your 
NEEDS may consist of the cost to cover your bills and put food on the table.

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Your 
WANTS could be those goals you would really like to fund but aren't critical. 

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Your 
WISHES might include that once-in-a-lifetime vacation or the home remodel you have always dreamed about. 

 

Once this information is gathered, we begin to develop a comprehensive wealth management plan, which includes education planning, retirement, and estate planning strategies, as well as creating a proper asset allocation plan.  

As part of our general approach, we frequently work with our clients' tax and legal advisors.  The process of leveraging the expertise of professionals in all areas of financial planning is a key component to pursuing long-term success.

 

Asset allocation does not ensure a profit or protect against loss.
Stifel does not provide legal or tax advice. We encourage you to consult with your legal and tax advisors regarding your particular situation.