Wealth Planning

We Build Your Wealth Plan Around Your Goals, Not Around Financial Products

 

Based on You, not financial products

Often, people come to us with investment products and no direction. Investment products are designed to deliver specific financial results. If you don't have the right products in the right combination and allocation, you can't get the results you need.

Our core belief is that a Wealth Plan is driven by client needs and not products. In fact, the Porter Wealth Management Group is "product neutral" - we only recommend investment products that match client needs.

 

CLIENT NEEDS / GOALS FINANCIAL PRODUCTS INVEST IN DELIVERS ADVANTAGES / DISADVANTAGES
Immediate Cash Treasury bills, money markets Purchasing power Liquidity, does not grow/Loses value over time
Immediate Fixed income GICs, bonds, debt instruments, annuities Income Guaranteed/Taxed at a higher rate
Longer-term Equities Stocks Capital gains Potential for higher returns over longer-term / Risky in short term
Diversification Alternative investments Real estate, private equity, hedging strategies Increased diversification Unique investments for Richardson GMP clients/ For accredited investors

 

Please Contact Evelyn to book an initial telephone conversation to discuss the next steps.

 

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