SET A COURSE
After discovering and evaluating your financial picture, we create a plan tailored just for you.
It’s personal. We believe there is no cookie-cutter plan. Yours will be based on what we’ve heard you say – about what you have and what you want, where you are and where you want to be.
Our financial strategy plans for everything from your current liquidity needs to your dreams
for tomorrow. It is comprehensive and as tight as a drum.
CREATe A PLAN THAT FITS LIKE A GLOVE
We plan for things like –
- Keeping your investments in line with your goals, time horizon,
required returns, risk tolerance and liquidity needs
- Financial independence
- Transitioning out of business
- Transferring wealth to beneficiaries
- Managing equity compensation and concentrated stock positions
- Minimizing taxes
- Managing the balance sheet
- Insurance and risk management
- Charitable giving
We want you to feel involved and in control, so we explain our strategy in language that makes sense to you. Your investment strategy is clearly communicated in a plan we call our “investment policy statement.” That statement puts in writing the details of your portfolio, so you’re never in doubt about where you’re headed and how you plan to get there.
When it comes to your wealth, you deserve a listening ear and undivided attention.
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Securities and Advisory Services offered, in states where licensed, exclusively through Joslin Capital Advisors, LLC, an SEC Registered Investment Advisor.