In the financial services world, we hear the term “wealth management” mentioned a great deal. But, what exactly does wealth management mean?
To truly manage one’s wealth, it is imperative that all aspects of a financial life are being addressed. At Guidelight Financial, we specialize in helping individuals and their families develop and implement comprehensive, strategic financial plans. This includes the integration of all elements of one’s financial picture. A comprehensive financial plan addresses not only asset allocation but also liability, asset protection, estate planning, property and casualty coverages, debt management, risk management, retirement planning, Social Security, etc. As such, we follow a thorough process carefully designed to help our clients reach their financial life goals:
- Thorough data collection and establishment of comprehensive goals and objectives
- Plan construction, review and implementation
- Monitor progress towards goals
- Ongoing planning for changing needs
This comprehensive approach enables us to do more than simply provide investment advice. It allows us to take a snapshot of our client’s current financial picture, and develop customized strategies to help them reach their future goals.
Wealth management isn’t something that can be addressed with a one-size-fits-all strategy on a self service website. It requires experienced, ethical advisers who will treat you as the unique individual that you are by taking the time to create a customized, comprehensive financial plan, help you implement the plan, and provide the tools and guidance to help you stay on track.
Click on the video below to illustrate how My Guidelight, powered by eMoney Advisor provides the tools and technology to help our advisors and their clients collaborate to ensure that their plan is current, accurate and accessible at any time.