For over 25 years we have served the Ventura area. We are an independant family run firm, committed to helping people just like you create strategies for their retirement assets, investment planning, and general wealth management advice.
Six core areas we will focus on when consulting with you.
to get to know you and understand your goals and objectives. This is an important conversation to establish a foundation for the relationship. Any initial questions or concerns will be discussed free of charge.
on important data for analysis such as investment statements, tax returns, insurance policies, etc. In addition, we run through an exercise to determine your own unique level of risk tolerance using the risk number method.
the data to determine if you are on the path to pursuing your goals and objectives. This includes measuring the risk within your current investment portfolio and financial plan, then stress testing them under unexpected financial variables, whether they are positive or negative.
and specific action items regarding your plan and investment portfolio are discussed. We will visually review the stress test results of both the current and recommended plans and portfolios. We work with and provide references to qualified professionals as needed, i.e. CPAs and Estate Planning Attorneys.
of the plan when agreed upon. Our goal is to do all we can to ensure transactions and transitions are executed promptly and smoothly. This is an important step in the planning process, a plan is only as good as its implementation.
your investment portfolio and financial plan, adjusting and rebalancing it to accommodate ever changing economic and personal circumstances. This involves regular review meetings throughout the year. We find in our industry that this step is often neglected.
Investment Advisory Services are offered through investment advisor representatives of Wagner Financial, a Federally Registered Investment Advisor.
Office: (805) 339-0760
Fax: (805) 339-0793
196 S Fir St, Suite 140
Ventura, CA 93001