Six core areas we will focus on when consulting with you.
in order to get to know you and understand your goals and objectives. This is an important conversation to establish a foundation for our 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 a realistic 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, both positive and 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 once agreed upon. Our goal is to do all we can to ensure transactions are executed promptly and smoothly. A plan is only as good as its implementation!
your investment portfolio and financial plan, which includes adjusting and rebalancing it to accommodate ever-changing economic and personal circumstances. This involves regular review meetings, critical to the success of the overall plan.
Common Wealth Management Issues
A financial planner needs to be aware of all areas of your wealth and the many aspects that impact it so that nothing is missed and everything works in concert. We not only have in-depth knowledge of financial planning and investment management, but we also bring in other professionals with the necessary expertise to provide you with a comprehensive, successful wealth management plan.
Retirement & Income Planning
Education & Family Support
Estate Planning Distribution
Planning for Incapacity
Risk Management & Insurance Planning
Executor & Trustee Selection
Titling & Beneficiary Designations
Business Succession Planning
Banking & Credit Management
Have a question on any of the above topics?
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