|
|
|
Engaging with SoundView Advisors can help you chart a course to achieve your short- and long-term goals, both personal and financial. We typically meet with new clients four to five times over the first year in order to discover values and goals and develop a customized financial plan and unique investment strategy. We then meet with clients at least twice a year alternating between “big picture” annual review meetings and in-depth topical meetings that are prioritized and sequenced on a rotating basis.
These are some of the planning services we may provide:
We perform a comprehensive review of each client’s planning needs at the outset of any relationship and continue to systematically review them as we meet on an ongoing, semi-annual basis. Each client is assigned a team that leverages the experience and insight of our entire staff and collaborates with the client’s existing advisors to furnish the highest quality service.
|
©2010 SoundView Advisors. All rights reserved.
|