Our Client process
We believe in a higher standard
We believe in high ethical and educational standards that we hold to our clients. Which is why we are committed to on-going educations on our industry and our clients. Stanley, as a Certified Financial Planner™ (CFP®) have extensive trainings and held to the highest ethical and educational standards.
The seven principles of a CFP® professional are:
relationship is define as the way in which two or more concepts, objects, or people are connected, or the state of being connected.
Which is why we are committed to using the knowledge, resources, and networks we've built to serve your needs. Our mission is building relationship through trust and knowledge to provide quality confidential service and advice focused on your best interests. That's why we are also committed to provide the highest level of service, and clients come to us through word of mouth.
We offer multiple product options have have access to both fee-based and commission-based products. We believe often times our clients can be best served with a fee-based approach such as managing the investment portfolio; but other times, our clients may be best served with products that are commission-based such as annuities. We found that clients are relieved to have a trusted advisor to review a spectrum of product and services from different companies, understand and explain the details of those products and services, and be able to advise them on all their needs.
Which is why we strives to always provide our clients with the best-in-class choices for their assets regardless of the the compensation structure. At the end, we focus on our client's best interest.
Our holistic, comprehensive process
We take a step-by-step approach with you to make sure you understand what we're doing to achieve your goals, and dreams. our comprehensive planning process encompasses the following:
Risk Management. We are going to help you protect what you care most about, and what matter t you most to bring security to yourself, your family, your business and your future.
Asset accumulation. We will help you put investment strategies together with you. we know you have competing priorities, and can not always focus on your investment strategies. So not only we will help you understand your option and what might be best for you, but also keep eyes on those assets you worked hard for.
Distribution strategies. We will help you understand all your options from health care, tax, social security, budgeting, and more. Because we want you to spend the years not worry about money on daily basics, and enjoy those year with less stress and less worry.
We make sure you stay inform and have a peace of mind knowing we are watching over things for you, and will always be there for you.
Your Personal Financial View Mobile Website allows you to access your financial data on the website, tablet, or smartphones.
All Your Accounts on One Page (Investment Accounts, Insurance, Bank Accounts, etc.)
See Your Transactions
Get updates on Your Investments
Monitor Your Spending
Track Progress Towards Your Goals
Access Important Confidential Documents, and much more.