There is never a correct universal answer. As an independent advisor, our objective is to develop and implement strategies that serve each client's unique needs and time horizon.
Your life is complex and constantly changing. Your life doesn’t fit in the same box as everyone else’s, so why should your financial plan? At SAMC, we recognize that you are an individual, unlike anyone else. We take the time to get to know you, and your ambitions for the future, before developing a plan to make it happen.
We are able to bridge the gap between a complex financial world and your everyday life. By speaking plain, simple English (no fancy jargon, no pushing our own ideas or financial products), just a simple straight-forward process of sharing information and ideas until we agree on a strategy to help you best address your unique situation and needs.
Your financial plan needs to be dynamic and flexible to accommodate your changing circumstances. We begin by gathering information and discussing your vision. Next, we analyze the information and formulate a plan. Then, we discuss the plan with you to ensure you understand the plan, before we implement it. Then we implement, monitor and modify the plan to make sure it remains consistent with your evolving life needs.
In this fast-paced, ever-changing world we live in, you need a systematic, flexible and dynamic plan to keep up with you. At SAMC, we provide that service so you can live the life you desire.