Our introduction to you, your needs and where you currently stand with your financial goals. We identify your unique views about money. This provides us with the foundation to apply our expertise.
Ensures we both understand our roles and accountability. There are four key elements to review:
When is income needed and for what purpose? Are there lump sum needs to prepare for?
How your money will be managed.
Your custom, highly diversified investment allocation designed to meet your needs without excess risk
A written agreement of how and how often your investments will be personally reviewed with your advisor.
U.S. Wealth Group creates a custom client portfolio allocation based on:
By using our proprietary process each client has a truly customized allocation specifically designed for their unique situation and financial goals. Each year we revisit these three steps to continually offer the portfolio allocation most appropriate for each client as their goals and financial needs change.