At Trubee Wealth Advisors, we recognize each client deserves personal attention. We take our time, with face-to-face meetings, to delve into your unique situation and to understand the complexities that shape your financial landscape.
How We Do It
Collect Information & Set Goals
Discuss & define objectives
Assess and analyze present financial situation
Evaluate time frame and risk tolerance for investments
Create the Strategy
Develop & review personalized plan with allocation recommendations
Discuss and apply portfolio strategies
Plan into Action
Establish a timeline for both financial goals and investment strategies
Merge assets and implement the investment plan in a tax efficient manner
Coordinate with legal and accounting professionals as required
Evaluate & Oversee
Establish regular reviews
Recommend adjustments to the investment strategy and portfolio
Ensure appropriate long term plans via periodic risk assessments and rebalancing
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Financial Planning
Creating a roadmap to achieve one's financial goals. It involves assessing one's current financial situation, identifying financial goals, and creating a plan to achieve those goals. Financial planning includes creating a budget, investing, saving for retirement and protecting one's assets through insurance.
Investing
Investing in stocks, bonds, ETFs and mutual funds can help grow wealth over time. It is important to consider risk tolerance, time horizon, and investment goals when choosing investments.
Saving
Another critical component of financial planning. This involves setting aside money for retirement through a 401(k), IRA, or other retirement account. By starting early and consistently contributing to retirement accounts, one increases the likelihood of meeting retirement savings goals.
Budget
A budget helps to track income and expenses and identify areas where one can save money or invest more to achieve their future goals.
Insurance
Protecting one's assets through insurance is an important part of financial planning. This can include health insurance, life insurance, and disability insurance. These types of insurance can help protect one's financial future in the event of an unexpected illness or injury.
More Info
Ready to take the first step? Contact us today to get started.
