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Planning and Ongoing Advice

 

An Integrated Process
Queensbury Group's diverse services may be grouped into two areas, planning and ongoing advice. The planning process begins with a snapshot of a client's existing financial circumstances and the identification of a client’s specific goals and lifestyle wishes. The next step is the preparation of a Financial Plan to accomplish those targets. Our aim is to assist clients towards attaining realistic expectations for financial independence, together with peace of mind while getting there.

The planning stage catalogues client assets and combines them with available cash flow to develop custom strategies for the attainment of defined long term goals. The steps involved in this approach include:

Planning

  • Needs Assessment
  • Tax Planning
  • Estate Planning
  • Insurance Analysis

Ongoing Advice

  • Asset Allocation
  • Investment Monitoring
  • Risk Minimization
  • Portfolio Optimization
  • Implementation

 

Once a financial plan is in place, periodic reviews according to individual need are held to ensure that targets and objectives are being met.

 


*Planning and ongoing advice services conducted by your advisor are provided through Queensbury Securities, Queensbury Insurance and/or your advisors other business activities.

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