Wealth Plan Second Opinion
A Strong Wealth Plan
You have worked hard to attain your wealth, a desire to invest well, and be financially secure into retirement.
Schedule a 45-minute second-opinion review of your current wealth plan and let’s find what is and isn’t working for you.
Helping You Answer The Tough Questions
Do I have the right investment strategy in place for my goals?
Is my retirement plan sustainable and adaptable over the long term as my life and the markets change?
Have I planned to minimize taxes on my investments and portfolio?
How can I preserve my wealth and my legacy with a strong estate plan?
A Proven Process To Achieve Your Goals
To start, we will review your current situation to understand our point of departure. We will discuss your current situation and your values, and review your current wealth plan and portfolio.
Just as important as it is to understand your current position, we’ll identify what your financial goals are, your outlook on your current wealth plan, and what keeps you up at night with your current situation.
We will identify gaps and opportunities to improve your current wealth plan, and discussion options to improve your portfolio and ensure you have a path towards your financial objectives.
A Complete Approach to Wealth Management
Jacqueline Ozdemir MBA, CFA
Financial Advisor
Assante Capital Management
Through a personalized, comprehensive approach to wealth management, we provide expert services and solutions supported by the Assante network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants.
As your trusted advisor, we pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we evaluate your current financial situation to create a plan that encompasses your entire financial well-being, from investments and insurance, to tax and estate planning, to your personal and family wealth, to your business interests.
That is the Assante difference.
Contact us today to discuss how we can help you achieve your financial goals
Schedule a Consultation at your convenience — meet virtually, or in-person.