ESTABLISH

Any good relationship between a Client and advisor is defined by a mutual understanding of the services that are to be performed.

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ANALYZE

Gathering Client data and evaluating the Client’s financial situation is critical early step in determining whether or not the Client is on the right path for their individual goals. Helping to shape a client’s Savings and Rates of Return expectations to be in-line with their needs is a crucial step that any good advisor must take when building a holistic financial plan.

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DEVELOP

A never-ending process of asking ‘what-if’ type questions regarding a client’s portfolio and how the markets, economy and regulatory environment could impact the client’s ability to reach their goals. A good Advisor must be able to answer questions like “what if the market goes down 20% the client’s first year of retirement?”, or “what if interest rates stay near zero percent for the next 5 years?”

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IMPLEMENT

Whether the Client approves or rejects the advisor’s recommendations often times is determined by the advisor’s ability to coordinate outside advice, solutions and strategies along with appropriate products, into one understandable package. Solutions discussed in this stage can include drawing in the expertise of other professionals and the selection of products and services that best fit the client’s stated goals.

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MONITOR

Because life – and the financial markets – are always on the move, it is essential that the plan you put in place today continues to be closely monitored going forward. This can help to ensure that your finances remain on par with where you want to go – and that any necessary changes are implemented sooner rather than later in order to keep your plan on track.

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A Customized Approach

The internet has opened up a whole host of “cheap” do-it-yourself investment opportunities for planning your financial future.

Be careful – you may get what you pay for.

Bedrock Investment Advisors takes a much more in-depth approach. We offer comprehensive investment planning, practical disciplined methods, guaranteed investment options, and robust tactical allocation designed to help you create a secure financial foundation of wealth and income for you and your family.

We focus, intently, on you – learning about your goals and where you want to be financially – both in the near- and long-term time. Then we create your plan. We start with a rock-solid foundation and build in just enough flexibility to roll with any changes over time. We also closely monitor your plan, and its performance, to make sure it maintains the proper balance of assets to grow and protect your wealth.

If your current financial plan has been built on shaky ground, it may be time to talk to the professionals who can secure it for weathering any storm.

Contact Us

A Customized Approach

The internet has opened up a whole host of “cheap” do-it-yourself investment opportunities for planning your financial future.

Be careful – you may get what you pay for.

Bedrock Investment Advisors takes a much more in-depth approach. We offer comprehensive investment planning, practical disciplined methods, guaranteed investment options, and robust tactical allocation designed to help you create a secure financial foundation of wealth and income for you and your family.

We focus, intently, on you – learning about your goals and where you want to be financially – both in the near- and long-term time.

Then we create your plan. We start with a rock-solid foundation and build in just enough flexibility to roll with any changes over time.

We also closely monitor your plan, and its performance, to make sure it maintains the proper balance of assets to grow and protect your wealth.

If your current financial plan has been built on shaky ground, it may be time to talk to the professionals who can secure it for weathering any storm.

Contact Us