In concert with our Wealth Management Consulting Services (WMCS)®, utilizing our six step Wealth Plan Process ™ and our GGI proprietary software, we are able to create the necessary perspective to begin the work of actionable items.
Below are sample portions of a hypothetical Wealth Plan
Investing time and energy to create a well-grounded hypothesis, puts us on a clear path to a sound Investment Policy Statement. Having a written plan with a specific process elevates our focus and ability to succeed.
Please read further regarding our portfolio construction process:
DISCLAIMER: The attached HYPOTHETICAL WEALTH PLAN is for informational purposes only and does not constitute a complete or official statement from Schwab Institutional or any other custodian or any other account(s) aggregated in this hypothetical wealth plan. The financial information in the attached plan is derived from sources, which we and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this statement should be interpreted to state or imply that past results are an indication of future performance, or that assumed rates of returns are guarantees. Nothing in the hypothetical wealth plan should imply or constitute a solicitation to buy or sell securities. Neither our information providers nor we shall be liable for any errors or inaccuracies relating to plan data, or calculation, regardless of cause, or the lack of timeliness. The Getzen Group Inc. is a Registered Investment Advisor. Our firm’s ADV Part II is available upon request.