6. Trusted Partner – We are here to serve as your trusted partner, to provide objective guidance and proven, expert solutions based on your situation and goals. You will benefit from a collaborative relationship with us that not only addresses your current needs, but that anticipates future ones. We will follow a disciplined process that provides a structured approach to your financial and investment planning while customizing our system to your situation.
7. Wise Advice – Our expert approach to managing finances, investments and wealth is comprehensive and designed to meet your short and long-term goals, including everything from providing care for an aging family member to creating a succession plan for your business. We are here to help, no matter how simple or complex your needs are.
8. Lifestyle Protection – As we get to know each other, we’ll have a lifestyle protection planning discussion to help you better understand how to minimize your taxes, manage risk, and develop strategies to protect your assets from creditors and others. We’ll also show you how your financial planning can be integrated with portfolio diversification to create a holistic wealth management program that fits your life.
9. Active Listening – Our clients tell us that one of the most important factors in choosing us is that we are good listeners. We’ll listen to your concerns and constraints, answer your questions and help you to better understand portfolio management strategies like Diversification, Asset Allocation and Modern Portfolio Theory (MPT), Active and Passive Management, Benchmarking, Portfolio Insurance and Hedging, Tax Efficient Investing, and many more investment management concepts.
10. Depth – Before we invest any money, we will help you identify your goals, tolerance for risk and time horizon. We’ll measure these factors against our extensive knowledge of investments and the current marketplace. Only then will we consider asset allocation and diversification to create a plan that matches your goals.
If this sounds like the type of investment firm you want to work with, give us a call at 206-386-5455 or email us today to set up a risk free, no obligation consultation. We’re ready to help you take your wealth to the next level!
To your wealth,
Joe Maas, CFA, AVA, CFP®, ChFC, CLU®, MSFS, CCIM
President of Synergetic Finance