steps to successsteps to success

FINANCIAL SOLUTIONS FOCUSED ON YOU

ADDRESSING YOUR MOST IMPORTANT FINANCIAL CONCERNS

  • Staying focused on financial goals
  • Avoiding financial mistakes
  • Reducing your financial stress

SUPPORT THROUGH ALL PHASES OF YOUR LIFE

  • Wealth building years
  • Nearing retirement
  • In retirement

MANAGING YOUR FINANCIAL NEEDS & GOALS WITH A PLAN

  • Investment portfolio goals
  • Retirement planning
  • Tax planning†
  • Estate & legacy planning†
  • Risk management
  • College savings
  • Philanthropic guidance
  • Business succession planning

Path to Becoming a Client

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Introductory Consultation
Introductory Consultation

Investing is personal. During your introductory consultation, we will answer your questions and discuss how our full spectrum of wealth management, financial advisory, and investment guidance services can help you toward achieving your long-term financial goals. When you’re ready, we’ll ask you to provide detailed information so that we can work together to create a financial plan that is right for you. Call us at 800-448-3550 or Get Started here.

Introductory Consultation
Introductory Consultation

Investing is personal. During your introductory consultation, we will answer your questions and discuss how our full spectrum of wealth management, financial advisory, and investment guidance services can help you toward achieving your long-term financial goals. When you’re ready, we’ll ask you to provide detailed information so that we can work together to create a financial plan that is right for you. Call us at 800-448-3550 or Get Started here.

Understanding Your Situation
Understanding Your Situation

During one-on-one phone conversations, a dedicated Financial Advisor will discuss your financial status, needs, and goals so that we can discern how to best serve you. Get Started here.

Develop a Financial Plan
Develop a Financial Plan

Your dedicated Financial Advisor will work with you to create a financial plan and asset allocation strategy that we manage to help you achieve your long-term financial goals. We provide full service Wealth Mangement, Comprehensive Financial Planning, and Investment Guidance service offerings. Get Started here.

Account & Custodial Setup
Account & Custodial Setup

It’s simple. Once you're ready to move forward, we'll prepare all the necessary documents for you to establish your investment accounts at a third party custodian. Get Started here.

Monitor, Manage & Report
Monitor, Manage & Report

We consistently monitor your portfolio and rebalance your assets to reduce risk and keep your investment strategies and goals on track. Your portfolio’s progress is documented in your quarterly reports and online. We’ll check in with you regularly to make sure that your financial plan still aligns with your long-term financial goals.
Get Started here.

Stay On Track
Stay On Track

If your financial status, needs, or goals change, we realign your plan with them. Your dedicated Financial Advisor will keep you on track throughout your financial journey. Get Started here.

$1,400,000,000+ 

UNDER 
MANAGEMENT*

WE ARE: FINANCIAL ADVISORS FOCUSED ON YOUR NEEDS.

EXPERIENCE: We work with hundreds of clients and maintain over $1.4 billion in assets under management*, including high net worth families, trusts, and non-profit organizations throughout the United States.

FULL SERVICE: We provide wealth planning and management services based on individual client needs, delivered by our team of experienced and credentialed professionals.

FIDUCIARY STANDARD: As a Registered Investment Advisor with the U.S. Securities and Exchange Commission, we place the financial interests of our clients ahead of our own at all times.

TRANSPARENCY: We are an independent firm and do not receive commissions. We earn fees only as a percentage of the assets placed under our management. All client assets are held by an independent qualified custodian such as Charles Schwab & Co., Inc. or TD Ameritrade, Inc.

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WE DO: SENSIBLE SOLUTIONS. 

The root of investment success is a sound philosophy which forms the foundation for creating a custom strategy and developing the discipline to stick with it. Our philosophy is that the global financial markets provide good returns, and attempts to beat the markets results mostly in lower returns. High fees and poor investment selection create barriers to success, and tax costs can be a major detriment to return.  We recognize, address and mitigate all these costs at Portfolio Solutions®.

Index Investing                 Low Fees

The stock market serves as a relocation center at which money is moved from the active to the patient.

-Warren Buffett

DO YOU: NEED HELP WITH ANY OF THESE QUESTIONS?

  • When can I afford to retire?
  • How do I transition into living off my retirement income?
  • Who should I trust for unbiased advice?
  • How do I address the financial issues that keep me up at night?
  • How do I efficiently transfer my wealth to future generations?
  • What are the returns of my portfolio, and what is evidence-based investing?
  • How can I prepare now so that my family is cared for financially after my passing?

Please contact us today to talk about your needs and how we may help.    GET STARTED 

*As of 11/14/2016
Portfolio Solutions® does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.