1 / 16

Client Dedication

Client Dedication We believe that the client’s interests come first. Our first concern is the protection of our clients’ assets. By serving them well, we will also succeed. Personal Service

betha
Télécharger la présentation

Client Dedication

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Client Dedication We believe that the client’s interests come first. Our first concern is the protection of our clients’ assets. By serving them well, we will also succeed. Personal Service Our clients are entitled to the tailored personal advice and counsel of an Advisor whose philosophy and style of doing business are compatible with their own. A Financial Plan Our clients have the benefit of a personal financial plan to organize their finances, understand and plan for the issues they face and create a written strategy for implementing their plan. Suitable Recommendations Our recommendations are based solely on the client’s current financial situation, financial objectives and the best information available to the firm. Full Disclosure Our clients will completely understand the costs and benefits of doing business with CONCERT. Integrity We believe in doing well by doing right. We believe this makes us unique.

  2. CONCERT GLOBAL Group Ltd. Advisor Services • Wealth Management • Capital Management Business Consulting

  3. Silicon Valley Seattle Walnut Creek Modesto Carmel Claremont San Diego

  4. Erik Schei • Portfolio Coordinator • Relationship Management • Financial Planning / Portfolio Management • Operations / Compliance • Felipe Luna • Relationship Manager • Justin Savich • Relationship Manager • Jim DeCesare, CFP® • Head of Planning • Alena Povarova • Client Care Associate • Elizabeth Luna • Chief Compliance • Wealth • Management Inc.

  5. For most individuals, managing their finances is crisis management. • Our approach is distinctive in that it is based entirely on the identified needs of the client. Our service helps our clients: • Organize their finances • Understand the issues they face • Address those issues by executing a detailed action plan • We are unique in that we believe that all aspects of a client’s finances should be addressed at one time to ensure all our efforts to achieve the client’s goals are working in concert. • The process we use to accomplish all this is called the “CONCERT Approach”.

  6. Address

  7. Gather information and client interview

  8. Develop written financial plan

  9. Select Appropriate Strategies

  10. Implement strategies

  11. Review and Adjust Strategies

  12. IF YOU ARE INTERESTED IN LEARNING MORE ABOUT OUR WEALTH MANAGEMENT SERVICES contact us toll free at: 1-866-553-3951 extension 1106 or email at info@concertglobal.com

More Related