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.

• Time Horizon
• Duration of your investment needs.
• Long-Term Goals
• Overall return objective.
• Short-Term Risk Attitude
• Comfort of investment volatility.
• Liquidity Needs
• Projected need for distributions.

Ensures we both understand our roles and accountability. There are four key elements to review:

1. Income Provision:

When is income needed and for what purpose? Are there lump sum needs to prepare for?

2. Decision Making:

How your money will be managed.

3. Asset Allocation Provision:

Your custom, highly diversified investment allocation designed to meet your needs without excess risk

4. Provision of Periodic Review:

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:

• Income Needs
• Return Goals
• Risk Tolerance
• Tax Considerations

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.