Financial & Retirement PlanningWe'll help determine how you want to reach your goals, and plan for obstacles that may arise.
Annex Wealth Management’s integrated financial planning process starts with an interactive, wide-ranging conversation which helps us understand you, your personal goals and priorities. To us, discovery means understanding your unique circumstances and the financial risks that concern you most.
WHAT YOU GET
Many of our clients come to us with a specific goal in mind. For some it’s a comfortable retirement, others a long-lasting legacy, still others want to begin to accumulate and grow a nest egg.
Whatever your goal, Annex Wealth Management makes it the foundation for our ongoing financial decision making, as we progress to areas such as tax planning, estate planning, and concerns about the cost of extended care in our later years. Your relationship with your advisor is focused on helping you develop a framework to assist in complex decision making and guiding you through the process of building your financial sense of security.
Through our integrated wealth management process, your advisor will work with you to develop an investment portfolio customized to your unique circumstances. Primary investment goals often range from providing retirement income to balancing the desire for growth with the fear of market volatility.
Through our proactive core and tactical investment strategy, we work to actively manage your investment portfolio, paying attention to what is happening in the markets and the economy, assessing how it affects your portfolio, and implementing the changes that we believe are appropriate.
Financial planning should be an ongoing process, not a product. We will meet with you periodically to review your situation and provide consistent feedback regarding the health of your financial plan. In the meantime, we monitor your investment accounts, keeping an eye on the investments in your portfolio. Every quarter, we provide clear, concise reports to help you monitor portfolio performance.