Custom Diversified Portfolios Tailored to Meet Your Goals.
Today your financial situation may be more complex than ever. Like many successful individuals, you have sought an experienced investment advisor to help you meet the challenges of growing and preserving your wealth. The primary role of your investment advisor is to develop and maintain an investment strategy tailored to meet your goals. The investment advisors at Webb Financial Group will work with you to invest your wealth in accordance with your goals and objectives.
Step 1: Understanding your goals and risk profile.
You and your advisor should discuss your financial objectives, investment experience, and opinion on financial markets.
Step 2: Developing an asset allocation plan.
Together you can develop a plan that captures your financial goals, risk tolerance, and overall investment strategy while being sensitive to restrictions you may have established.
Step 3: Choosing investment vehicles.
Your advisor will then select investment vehicles that are consistent with your financial plan. Some examples may be mutual funds, separate accounts, or individual securities.
Step 4: Monitoring and reporting.
A key role of your investment advisor is to monitor your managed accounts and suggest any changes that might be necessary in your asset allocation (or other aspects of your financial plan).