Presentation on theme: "NAVIGATING YOUR FUTURE Are your future plans off course? Navigate your future with Asset Management, Inc."— Presentation transcript:
NAVIGATING YOUR FUTURE Are your future plans off course? Navigate your future with Asset Management, Inc.
TODAY. TOMORROW. TOGETHER Clients – For us, it will always be about our clients. The financial world is as complex and diverse as ever often leaving you feeling left out at sea. We are passionate about discovering your expectations and navigating your future financial goals. Core Values – The foundation of our Firm is built on integrity, responsibility, excellence and passion. Our integrity is based on our client relationships and the trust we’ve earned. Our responsibility is to ask, listen and provide for your financial needs. Our excellence is to strive to provide service which exceeds your expectations in every way. Our passion is to help ensure your future. Services – Trusting someone to invest your hard earned dollars can be nerve wracking but it doesn’t have to be. Understanding where you are in the cycle of investor emotions; from fear or desperation or panic, to hope or optimism or euphoria helps us better guide you. We engage in connecting with you beyond the numbers, to bring your goals and emotions to life creating a human connection. Partners* – Asset Management, Inc. is a well-established leader and has exceptionally positioned itself in the industry. The partnerships we’ve developed over four decades to provide you with products, services and support are truly unsurpassed. We’ve built our reputation of success by developing partnerships which have the same integrity and underlying spirit as ourselves. Strategy – Your situation is unique and through the discovery and implementation of our Lifetime Asset Management Plan, we will deliver the solutions necessary for you to achieve your goals and objectives. We are fully accountable to get each of our elements correct so that together we can thrive and endure.
THE LIFETIME ASSET MANAGEMENT PLAN (LAMP) 1. The Initial Interview At our initial meeting, we assess whether there is a fit between your goals and our capabilities, and whether it is mutually beneficial to work together. 2. Asset Discovery In the discovery process, we will analyze your current financial situation in order to provide guidance toward your financial plan. 3. L.A.M.P Your plan will provide a clear view of your goals and objectives, while identifying risks and opportunities. We will discuss strategies and solutions to navigate your financial future. 4. Implementation Once the details of your plan have been agreed upon, it is then time to implement the plan. We work together to consolidate your assets and deliver the solutions necessary to put all elements of your plan in place. 5. Perpetual Management Now that we see our responsibility, we can also manage each other’s expectations. We will work together as partners to navigate your financial future; monitoring market conditions, balancing risk and reward, and searching for opportunities. 6. Communication Through periodic contact, we will provide you with informational updates which detail your progress towards your financial objectives, making any minor adjustments necessary. 7. Annual Assessment Each year, we will provide a detailed report outlining your portfolio’s performance. We will openly discuss any changes to your financial needs or expectations. Assess Discover Plan Engage Navigate Update Reset
DISCOVER. PLAN. NAVIGATE. Asset Management Inc. provides our clients with financial management to help them achieve lifetime peace of mind. We are committed to building deeply rich and satisfying lives by delivering on financial success. We use our Lifetime Asset Management Plan to build custom structures that help our clients protect and grow their wealth. 109 Block House Road Greenville, SC 29615 *Advisory services through Financial Resources Tax & Financial Consulting Services, a Registered Investment Advisor. Securities offered through Summit Brokerage Services, Inc. Member FINRA & SIPC, and additional advisory services offered through Summit Financial Group, Inc., a Registered Investment Advisor. Financial Resources Tax & Financial Consulting Services and Asset Management, Inc. are not affiliated with Summit Brokerage Services Inc. or its subsidiary, Summit Financial Group Inc. ASSET MANAGEMENT INC. Navigating Your Future Phone 864.675.1571 Toll Free 800.476.4293 Fax 864.281.9662 Website www.assetm.com