Monocot Wealth Management
We’ll start by spending a good amount of time getting to know each other. That’s important because the better we know who you are—your preferences, your dreams and plans for the future, your approach to money—the more precisely we can tailor a financial plan that is just right for you. At the beginning of that process, we’ll take you through our Wealth Simulation Model, and we’ll talk about investment options and associated risks and characteristics. We want you to “kick the tires” before we engage with one another.
Once you engage us, the most important thing you can do is to trust us to do what we feel is right for you. You want the kind of relationship where you don’t feel like you have to look at your portfolio on a daily basis and constantly monitor the news because you know that we are handling your money. We’ll keep you up-to-date via our monthly phone call. In short, allow us to do what we do best: manage money.
We truly believe that going through our Wealth Simulation Model is one of the most valuable things you can do in relation to your financial household. We say this because the results of the wealth simulation is a plan—a road map—that can pinpoint where you are now and clearly show you the best options to move forward with your money and your investments.
Opinions vary about this question, of course, but we think it’s important to consider these characteristics:
We strive to outperform any other firm—large or small—in everything we do. Here are a few specific reasons why we believe we are able to do that:
Behind each of these designations are hours of education and study, culminating in examinations in which we had to prove we were worthy of the certification. In addition, certifications such as these require continuing education to maintain the designation. That keeps us inspired to stay engaged with the latest happenings in the full spectrum of the financial and economic world.
In a nutshell, the knowledge we have gained from preparing for these certifications—and our continuing education—enable us to stay on top of changes in laws and regulations, tax issues and all of the rapid developments in the financial services industry and the world in general.
Actually, the answer is nothing is wrong with commission-based products. There are situations in which commission-based products are the best choice. In fact, there are times when they are the only choice—such as in the case of insurance. When we believe a commission-based product can provide benefit to our clients, we fully disclose all costs and features and let our clients make the final decision.
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