The Total Wealth Management Process
The Fishman Fletcher Wealth Management Group believes that a solid personal relationship is one that is earned over time and based on trust. We tailor each relationship to a client’s preferences. Our mission is to have every one of our clients prepared for all that life has to offer. You expect this of us, and we take that responsibility very seriously. Here’s an example of how things might unfold.
It begins with listening. We know there are no “typical” clients. Because you are unique, we don’t start with any assumptions about you. By listening, we develop an understanding of your goals, your risk tolerance, and the important people in your life. We never stop listening to what’s new and what has changed.
It moves to informed decisions. Based on this understanding of your life and needs, we will collaborate with you in making decisions that are the foundation of your relationship with us. Those decisions involve a variety of crucial topics including allocating your financial assets, minimizing income taxes, managing cash, and planning your estate. You’ll be a full partner in every decision made. We facilitate this process by creating an information-rich environment in which you’ll have all the data, choices, and advice you need to make informed, comfortable decisions.
It brings your decisions to life. Putting these decisions into action reveals the power of the wealth management process. For example: by refinancing your mortgage, you may find a cost-efficient source of additional cash flow to supplement retirement income or to fund an education. By banking with us, you may turn cash from an idle asset into an earning one. By funding a charitable trust, you may diversify a concentrated stock position, receive a steady stream of income and give to the charity of your choice. By investing part of your retirement nest egg in annuities, you may be able to help ensure that you will have an income stream when you need it.
It rests on accountability. A true relationship is not a one-time event. We work with you as a team, reviewing your investment progress and the changes in your lifestyle on a regular basis. This can be done face-to-face, by telephone, or in customized online reports that provide a detailed analysis of where you stand relative to your goals. We work with you as life happens. As your needs change, we stay in tune to help minimize unwanted financial surprises. We continually want to know if there is anything more we can do for you.
Unprecedented commitment. At the Fishman Fletcher Wealth Management Group, we pride ourselves on our commitment to building long-term relationships and providing the highest-level service to handle your needs – from the simplest to the most complex. With The Fishman Fletcher Group our commitment is total.
How will You make more of your financial life? How do you see your financial life? Seen separately, the pieces of your financial life can only take you so far. Now there’s a way to go beyond those limits. Our wealth management process looks beyond the single dimension of investments and seeks to find powerful, innovative ways to integrate and leverage all the pieces of your financial life. How does your risk tolerance impact your investments, your mortgage, and your day-to-day cash savings? How does your retirement plan impact your college savings, your insurance and your estate plan? We examine your entire financial life and we strive to make all these pieces work together optimally.
Smarter advice can help make all the pieces work together.
*Wachovia Securities does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.
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