If your portfolio is greater than $500,000 and/or your net worth exceeds $1.5 million, you need to ask yourself the following questions:
At My Advisor & Planner, our clients work with our team of industry veterans whose independence allows for a conflict-free focus on you, your family, and your business. Don't you deserve a team of advisers working to help assure your lifestyle and legacy?
Your first step with us will involve a private conversation about your financial goals, dreams, and concerns. As part of that dialogue, you will be asked to complete a Risk Tolerance Questionnaire, which we refer to as a "blind taste test." This questionnaire will be used to help identify your appetite for risk relative to your current portfolio's holdings and your future needs. We then review our findings with you and compare your current asset allocation with your current view of the markets. This exercise will either confirm that your asset allocation is correct or identify issues that warrant further review.
Next, we'll review the quality and makeup of your current underlying securities relative to our recommendation. You may be surprised when you see your holdings compared to the institutional managers you'll have access to through our firm.
As part of this discussion, you will gain insight to our investment philosophy and fulfillment strategies. Highlights include the following Dimensions of Expected Returns for equities:
We will also share insights into our fixed income strategies including priorities regarding credit quality, duration, and market segment.
All of this information is pulled together in a detailed, transparent proposal complete with analytics and historic net results.
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Traditional life insurance as well as securities offered in IL, IN, FL, MI, MN, OH, and WI. Securities also offered in AZ, CA, CO, IA and MO. Residents of other states should consult a locally licensed representative for insurance and/or securities products. As our registrations in additional states progress we will update this site. Securities & Investment Advisery Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Registered Investment Adviser. Member FINRA/SIPC. My Advisor & Planner LLC is independently owned and operated and is a member of the M Financial Group. For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities. Please go to www.mfin.com/DisclosureStatement.htm for further details regarding this relationship. Please also visit www.finra.org and www.sipc.org for more information.