Investments for Generations Services

 

We use a process that consists of three parts: the Philosophy Plan, the Strategic Plan and the Monitoring Plan. Each section of the clock equally represents the three steps to the process. Our Philosophy is ever present in the Strategic Plan and especially in the Monitoring Process:

PHILOSOPHY

Take the appropriate risk to help the client achieve their long term goals. We try to fully understand our client's goals for each area of their wealth.

PLANNING STRATEGY

• Financial goals:
  • Save for retirement
  • Grow to beat inflation
  • Return - goal of x%
• Cash flow:
  • Tax/Regulatory: (Tax rate = xx%)

THE MONITORING PROCESS

• Totally independent investment selection process
• Due diligence in investment selection
• Rebalance and cash flow process
• Monitoring and control

OTHER SERVICES

• Retirement planning
• Tax planning strategies*
• Estate planning strategies
• Insurance planning
• Education planning services

Through Benjamin F. Edwards, we have access to many products and services through our headquarters and we utilize that support in helping you; while also working with your tax advisor, or attorney.

*Benjamin F. Edwards & Co does not offer tax advice, therefore it is also important to consult with your tax professional for additional guidance tailored to your specific situation.