by Scott McClatchey | Oct 4, 2018 | Services
We have several different investment approaches available from which I customize to some degree for each client based on their risk-profile, goals, and circumstances. Many clients prefer a managed allocation model approach wherein they can select, in conjunction with...
by Scott McClatchey | Oct 4, 2018 | Services
Many of my client engagements begin with a financial plan, which lays out client goals along with a roadmap to and through retirement. We use MoneyGuidePro, which provides a statistical estimate of achieving client goals – e.g., 87% likelihood of not outliving your...
