When defining investment objectives, we listen to you while also looking beyond the investment goals you have identified to incorporate your unique personal circumstances and wealth management issues. In formulating your customized investment program, Abundance will consider data relating to your individual circumstances such as:
Quantitative Data
Assets and liabilities
Cash inflows and outflows
Current insurance policies
Retirement benefit or pension plans
Tax returns over the past several years
Details on current investments
Client-owned business information
Existing wills and trusts
Lifetime gifting programs
Qualitative Data
Personal Goals
Profile of family and health status of client and family
Interests and hobbies
Expectations about employment
Risk tolerance levels
Anticipated changes in current and future lifestyle
Analyzing these items allows us to establish and maintain an investment policy that is tailored specifically to you. |
