Primary Responsibilities
- Communicate with clients and their families.
- Create comprehensive customized wealth management strategies (e.g., comprehensive financial plan, investment & retirement plans etc.) for proper asset allocation, addressing tax status, cash flow needs, and other financial goals and estate planning strategies based on an understanding of the clients needs, goals, and risk tolerance.
- Analyze the risks and advantages or disadvantages of various investment opportunities in light of the client's individual circumstances.
- Periodic client reviews for:
- Portfolio Performance Evaluation
- Capital Market Review and Outlook
- Recommend changes as necessary based on changes in client profile or financial markets
- Update on changes in your personal situation
- Work with clients other advisors (CPA, attorney, banker, trustee, etc.) to establish consistency regarding my advice.
- Provide guidance regarding the establishment of corporate retirement plans.