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The core of our wealth management practice, the Hefren-Tillotson MASTERPLAN process enables our financial advisors to gain an understanding of your individual investment needs.
Developed in the 1960's by founding partner and current CEO Willard J. Tillotson, Jr., MASTERPLAN focuses on your vision for a life that's truly rewarding while establishing goals and a comprehensive wealth management strategy that allows you to be the master of your own destiny. MASTERPLAN is a personal investment…
and an investment in the person.
MASTERPLAN financial planning has four core steps:
- STEP 1. Review Financial Goals and Establish a Written Plan
An initial and ongoing review of your personal financial situation, MASTERPLAN is the cornerstone of our approach and seeks to coordinate all aspects of your financial situation including investments, tax, estate, retirement planning, and insurance.
- STEP 2. Formulate an Investment Strategy
The process of building and managing wealth begins with proper asset allocation. We identify a mix of financial assets best suited to your return expectations and risk tolerance and then apply a disciplined, conservative approach.
- STEP 3. Security Selection & Money Management
Once your asset allocation is determined, our team selects individual securities and/or world-class money managers. And, as a privately held firm, Hefren-Tillotson's independence allows us to be objective in managing your investments without the conflicts of interest or restrictions involved in using proprietary products.
- STEP 4. Ongoing Wealth Management and Performance Monitoring
We continually monitor your investment accounts and the financial markets to identify opportunities to reduce risk, generate income, limit taxes, and increase returns. You will receive regular updates from your Financial Advisor regarding your individual holdings, while he or she monitors the performance of your investments against your personal goals.
Hefren-Tillotson MASTERPLAN will take your financial planning to new heights, contact us for a no-obligation consultation today.
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