It’s essential to monitor your investments within the context of your long-term goals. Your advisor should keep in regular contact, in person and by phone, to discuss your portfolio, the markets, tax legislation and even the economy. But it’s a two-way street. Does your advisor know about recent changes in your life?
Proactive about your investments.
It’s not enough to just rebalance your portfolio from time to time. An advisor you trust, and a financial plan you create together, should help guide you through the long-term ups and downs of the markets as you manage each phase of your life. Is it time to focus on income rather than accumulation? Should you own alternative investments?
Maybe you’re saving for a child’s education or wedding. Or establishing a trust to benefit a child with special needs. Your advisor should know the specifics of your situation so you can benefit from the best advice – and those you love can, too. What are your retirement dreams? Do you have philanthropic desires on top of providing for the future of your loved ones?
Your financial advisor should collaborate with your tax attorney, CPA, estate attorney and any other relevant specialists to help ensure that your financial plan stays on track. Do you have any carry-forward losses to use? Are your accounts titled correctly? Do your IRA beneficiaries match your estate plan?
Your advisor should assist you with everything from insurance and stock options to lending solutions and succession plans. Has your equity compensation been effectively incorporated into your plan? Do you need help positioning and selling your business?
310 The Parkway
Greer, SC 29650
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC
Lynn C. Faust, Senior Vice President, Investments
Michael A. Faust, Vice President, Investments
Aimee S. Waite, CFP® Financial Advisor
Alex McGrath, Financial Advisor
Specializing in high net worth financial planning, executive financial planning, generational planning, and investing for women. The Faust-Boyer Group utilizes a team approach to effectively research, plan, monitor, and service their clients’ accounts.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S.