This is the process of gathering all financial documents for review. Meetings and/or conversations are held to understand your lifestyle and past financial choices, as well as current and future goals.
The design of the portfolio must take into account your financial objectives, tolerance for risk, needs for current income or liquidity and special considerations such as income and estate taxes.
Financial Avenues will act as a 3(21) Fiduciary, which means it will accept the responsibility to be prudent in the selection and monitoring of a retirement plan’s investments and fees to the benefit of plan participants. In this role, it will share the fiduciary responsibility along with the employer.
You may hire Tracy St. John to speak to your group, organization or employer regarding all financial topics. A fee quote will be provided based on your request and need. If you do not see a topic listed below, please contact her to discuss your needs.