(Time commitment: 1-2 hours.)
The SilverPeak Wealth Path to Success illustrates the thought and care that is given to making sure every client portfolio is a perfect fit.
Performance Roadmap
Total time commitment: 1.5 – 3 hours
Exploration
Time required: 30-60 minutes
- Where are you at? Where do you want to go?
- Current investments.
- What are your needs and goals?
- What is important to you?
- What does your SilverPeak Wealth advisor need to know about you?
Strategy
Time required: none.
SilverPeak Wealth will develop a customized Performance Roadmap to match your goals. They look at:
- Your current investment, income, & tax situation.
- An optimal investment mix based on your growth, safety, and/or income needs.
- Stocks, Bonds, and Real Estate. How much and what kind?
- What you should expect.
- What can be done to reduce taxes?
- Risk Evaluation. Where are you exposed?
- Do you have enough to retire? Or, are you saving enough?
- Do you have a will and medical power?
- Possible insurance gaps?
- What do you think things will look like 5, 10, & 15 years from now?
Presentation
Time required: 30-60 minutes
- Performance Roadmap:
- Which investments and why.
- Specific and documented strategy parameters, so everyone is on the same page.
- Your Performance Roadmap is designed to be flexible and change with you.
Agreement
Time required: 10-30 minutes
- When your customized Performance Roadmap reflects your goals, then you tell SilverPeak Wealth to put your Performance Roadmap into action.
Execution
Time required: none.
SilverPeak Wealth will manage all aspects of implementing your Performance Roadmap.
- Buys, sells, and whatever else needs to be done. SilverPeak Wealth will handle all the details.
- Once implemented, SilverPeak Wealth will review your investments quarterly and make changes and adjustments over time as the investment landscape changes.
Tactical Meetings
Time required: 30-60 minutes
- Things change, your portfolio should too.
- What else would be helpful? Silverpeak Wealth advises:
- Retirement Planning
- Estate planning and living trusts
- College and other education planning
- Insurance review