Our Process: Step #1
Your Goals & Values
We take the time to get to know you, your values, and what you want to achieve and then customize your personal financial roadmap. Being your financial partner involves more than just managing portfolios and estate or tax planning. It is also about family and building lasting relationships. We realize life has many twists and turns. Our financial solutions are flexible and will help provide the confidence in knowing that you and those you care about are taken care of now and well into the future.
Our Process: Step #2
Tailored Solutions
We gather all of your relevant financial data so we can set a baseline for your plan. Once your assets and financial data have been documented, we’ll review your financial picture and look for areas of opportunities for growth. Your personalized plan is created by our team of experienced, credentialed professionals with specialized expertise on a large number of wealth-management issues from a variety of perspectives. This will allows you to feel at ease knowing the Trust Point team has developed tailored solutions unique to you, and in your best interest.
Our Process: Step #3
Implementation
Your comprehensive action plan will be presented and reviewed with you so that you have a clear understanding of the plan goals. Upon approval of your plan, we’ll set priorities and begin to execute the plan. While we have a depth of expertise in-house, we will also leverage outside advisors and resources on your behalf, as needed. Our clear investment philosophy combined with proven principles results in the comfort of knowing you have a financial partner serving as your steward and advocate.
Our Process: Step #4
Review & Evaluation
Sometimes changes in your life necessitate adjustments to your plan. We encourage ongoing discussions to ensure you stay on course, and realign when needed if changes occur in your life, the market, or your goals. We are committed to the highest level of accountability and attention. This means that we are accessible and responsive to our clients, demonstrating the highest standards of ethics and transparency. We value relationships and since our founding a century ago, we have operated by a simple philosophy: In doing what is best for our clients, we will be doing what is best for Trust Point.
