Beginning the Relationship    
A Personal Investment Policy
         
A Stage of Life Approach
         
      Perhaps our most important task during our financial review is developing a mutual understanding of what we call your financial stage of life. Are you just starting out, with the ideas of children, college tuition and retirement years away? Or is it time to consume some of the assets you have accumulated and identify certain distribution strategies that may be more advantageous than others? Whatever your stage of life, we work together to develop an accurate picture of your current situation.

       Forte´ Capital can serve you at every stage of your financial life. Our experience as counselors, our emphasis on continuity of management and our understanding of the issues you will face at each stage enable us to guide you smoothly from one stage to the next and retain assets for generations to come.

  
     
     
Stages of Life
         
 
  • Accumulation of Assets - Budgeting, setting and prioritizing goals, and organizing the finances of young clients

  • Growth of Assets - Maximizing the growth of assets in order to achieve goals such as education funding, retirement and planning for inheritances

  • Consumption of Assets - Paying for education, a second home, travel, retirement and long-term care

  • Conservation of Assets - Ensuring that assets will last to provide a desired lifestyle during retirement and that something remains to pass on to family or charitable organizations

  • Distribution of Assets - Passing on estate assets while minimizing the problems often associated with multi-generational inheritance

  
         
         
         
          Most people experience an event every 10 years which is out of their control that may have significant financial ramifications such as: a death in the family, a divorce, financial reversal, business reorganization, a bad economy, or even a war. These events have nothing to do with daily investment decisions, however, the effects they may have on personal finances must be addressed.  
         
         
Beginning the Relationship    
A Personal Investment Policy

 

                 

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