When was the last time you set out to create a financial plan or heaven forbid, a comprehensive wealth management plan focused on your retirement?
How many pages were created to help you to better analyze your picture of retirement? 75, 100, even 200 pages. I don’t know about you, but that many pages doesn’t get many people excited about retirement planning! In fact, if you are like most people, 93%1 don’t have a written financial plan anyway! Usually because of one of two reasons, everything changes, so why plan in so much detail; or the task seems too daunting, provides too many choices, and never really helps decide anything anyway.
Like many of today’s financial planners, I too was once part of the school of thought which believed “the more I analyze and provide page after page after countless page of a financial plan, the more impressed the client is bound to be about my abilities”. How wrong was I! In fact, I learned the hard way that it is just the opposite. You don’t want a 120 page document. You want the executive summary.
Thank goodness you found our simple (yet powerful) Second Opinion Service.
We’ve met with many retirees and business owners who are concerned about their financial future, the uncertainty of this economy, and the growing challenge of preserving the wealth they have accumulated.
Drawing on our experience of analyzing market cycles and emerging trends, True Private Wealth Management takes a personal one-on-one approach to help clients achieve their lifetime financial goals with informed, timely, risk-sensitive advice.
Through the True Second Opinion Service, we help you answer questions that may be on your mind about…
Our clients today love the fact that we simplify their wealth management plan into a couple of pages of graphs and charts that we track on a regular basis and review on a scheduled basis, customized for each client’s needs.
We work hard to follow the K.I.S.S. principle- Keep it Short and Straightforward
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Thank you so much for trusting our company to provide you with a possible solution to your wealth management needs. We strive every day to maintain our strong character, personally connect with everyone we meet, listen and empathize more than we speak, remain on the leading edge of investment management, and deliver high-value, cost-effective solutions through a one-on-one consultative experience.
Results Beyond Investments
(1) 4-13-2013 CEB TowerGroup Wealth Management – Q1 2013 Consumer Financial