Strategic Portfolio Advisors
Strategic Portfolio Advisors team works with individuals and families to help them plan
and manage various aspects of their lifestyles and investments. Our services range from comprehensive
financial planning and managing portfolios to assisting in automating the bill payment and banking
process for a less stressful daily life.
Our mission is for you to realize your dreams and for us to be a lifelong partner in your pursuit of
financial peace of mind. We will assist you in identifying your goals through a process of conversations
and you telling us what is important for your financial and emotional happiness. During this process we
guide our clients toward a plan that is personalized and has relevant solutions for your unique objectives.
Our financial process consists of:
- OUR CONSULTATIVE PROCESS
- GETTING TO KNOW YOU
- DEVELOPING YOUR INVESTMENT STRATEGY
- AGREEMENT AND IMPLEMENTATION
- ONGOING REVIEW AND MONITORING
As Advisors, we guide our clients to help develop a lifestyle plan for their future. Formulating
and executing customized financial plans allow us to pursue the individualized needs of each client.
With a plan in place we are able to adhere to proper management of assets, focus on asset allocation
strategies, preserve and stabilize principal, understand and minimize risk factors, maintain appropriate liquidity,
and minimize taxes.
We discuss areas which include retirement plans, personal goals, income tax planning ideas and estate
planning strategies. We help you plan and budget for your goals, estimate what it will take to turn those goals into
reality, and determine the types of investments that are necessary. We talk about the risk reward potential
and costs associated with various investment plans. In addition, we coordinate with other professional
advisors to facilitate implementation of trusts, wills and tax planning strategies.