Helping you transition to the next stage of your remarkable life…
Next, we'll meet and share detailed information about our firm, services, and fees and you will tell us more about your financial situation, objectives, and background.
We'll share a preliminary investment strategy that best reflects your goals and risk tolerance. We provide full transparency during the process and thoroughly answer any questions you have.
Once you have decided to engage with us, we'll begin to seamlessly transition your assets to our management. We handle all aspects of the transition from start to finish. We'll implement your financial plan as agreed and continually monitor the portfolio helping ensure it's optimally positioned for prevailing market conditions.
As a client at The GenWealth Group, you'll come to appreciate highly personalized attention from our dedicated team that may include:
- On-Line Account Access (available 24/7 to view your investment accounts)
- Quarterly Calls With Your Financial Advisor
- Mid-Year Portfolio Review Meetings
- Annual Portfolio Review Meetings
- Coordination with your other Advisors (accountant, attorney)
- Legacy Planning Meeting (with your heirs or loved ones)
- Newsletters, Educational Workshops, Special Events
- Responsive service from our team, with all calls returned within 24 hours
We meet regularly to evaluate your portfolio and progress toward your financial goals. We'll counsel on other matters such as estate planning, insurance, etc.) We continue to work with you through all of life’s changes and adjust strategy as we go along.