Our process at J. Marshall Associates is to help clients identify, clarify, and then work to achieve their financial goals. We strive to educate clients on options available to them, and how those different options fit in with and help them to pursue their goals.
1) Identify goals & concerns
2) Educate you on your options
3) Help determine your risk profile
4) Assist you in building your allocation model
5) Help to optimize your investment allocations
6) Identify potential tax reduction and catastrophic protection strategies
7) Schedule regular periodic reviews
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.