Through in-depth education, customized financial planning and undivided advisor attention, Bayntree Wealth Advisors will create a personalized retirement roadmap to help guide you to and through your retirement.
Our goal is to help you make the right financial decisions to put you in a position to meet your income and wealth needs so you may live comfortably in your retirement years.
The purpose of our discovery meeting is to discuss your goals and dreams for retirement as well as understand your current financial situation and financial priorities. We will work with you to create a financial needs assessment that encompasses your goals for today and the future.
Once we’ve assessed your income, investment and risk tolerance requirements, your advisor will determine the appropriate products and services best suited to you and create a personalized plan.
You will meet with your advisor to discuss our team’s comprehensive plan recommendations for you. Your advisor will educate you on the range of tools and techniques that will be utilized to execute your strategy and achieve your goals.
In tandem with our Client Services team, your advisor will work with you to put your plan into motion.
We will monitor your investment plan and performance closely to ensure that you maintain the appropriate asset allocation and portfolio diversification to help protect and grow your wealth. We will schedule periodic meetings with you to review your plan and ensure that it continues to support your evolving goals and dreams.
