Retirement & Investment Advisory
Investment Portfolio Management
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How Our Process Works
We’ve been successfully helping folks like you for a long time…just under 30 years to be exact. Throughout this time, we’ve perfected our process to give our clients the guidance they need to find confidence and clarity with their investments.
It’s called the BWM Retirement Redzone Advisory Process. Here’s how it works at the 50,000 ft level.
Discover
STEP 1: In our discovery session, we will establish an exact understanding of what you want to accomplish, where you are now and your feelings toward money.
Analyze
STEP 2: Using our proven process and systems, we analyze to simplify and organize your entire financial situation so you can finally see everything in one place. It's streamlined, optimized and organized like never before. We believe you'll have more financial confidence knowing you're on top of everything.
Recommend
STEP 3: You've made the sacrifices you've made and worked as hard as you've worked for a reason. This is where the strategy recommendations come together to accomplish the goals you have and have the impact you've dreamed of.
Evolve
STEP 4: As life unfolds, we will work hard to continue elevating the quality of your life. We will always remain highly engaged with you to maintain a current understanding of your family dynamics and financial needs. We will constantly be reviewing your strategy’s progress relative to what you want to accomplish. We will adjust your strategy as your life evolves.
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COMMON CHARACTERISTICS OF THE AFFLUENT:
- Share an enthusiasm for helping loved ones and passing along strong family values.
- Are extremely motivated and won’t settle for “Average.”
- Have a deep appreciation for hard work and smart decision making.
- Want to engage best-in-class experts to act as stewards of their vision.
- Expect objective, conflict-free advice.
- Want to engage with a professional advisor, not a product salesperson.
- Have Investable Assets of $500,000 + or Net worth of $1 million + or $125,000 annual household income.
