- Our dual expertise in both tax matters and financial planning.
- We provide the discipline to maintain your investment strategy.
- Provides discipline. Stocks stir emotions, but we can keep you focused on your reasons for investing in a jittery market – namely that your assets must last for the remainder of your lifetime. Discipline also means low turnover. That is to say that trades in your portfolio will generally occur for the purpose of rebalancing, tax loss harvesting, if there’s been a change in your goals, or a change in your need for current income.
- Changes to your personal financial situation can be quickly incorporated into your plan. We serve as a resource for ideas, information, and questions.
- Our educational process includes a risk coaching questionnaire, a review of historical market returns and a discussion of the importance of diversification.
- We constantly monitor your investments and the fund managers behind them, making changes to the investments as needed. We also help you choose the funds in your 401(k) plan.
- Our expertise in tax matters helps us to choose the right tax-managed funds for you. And we’ll monitor your stock-option vesting and expiration dates to maximize your total net worth.
- You’ll have access to lower cost mutual funds, load-waived funds and institutional class funds that are not available to retail investors.
- The size of our firm allows us to provide personalized service. You will interact directly with the owner of the firm, Joyce L. Franklin.
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