Senior Wealth Advisor
Current• Meets with clients to understand their unique financial situation, uncover goals and objectives to determine what is important to them and their family.• Discusses the Forest City Wealth – IPC Securities investment philosophy and recommends various strategies to build a specific plan that’s right for them.• Helps to simplify the wealth management process and empowers clients to make the right decisions for their family and business.• Addresses all aspects of each client’s… Show more • Meets with clients to understand their unique financial situation, uncover goals and objectives to determine what is important to them and their family.• Discusses the Forest City Wealth – IPC Securities investment philosophy and recommends various strategies to build a specific plan that’s right for them.• Helps to simplify the wealth management process and empowers clients to make the right decisions for their family and business.• Addresses all aspects of each client’s financial situation including tax and estate planning, risk reduction strategies, retirement planning, cash flow, credit management and investment consulting. • Meets regularly with clients to review the plan and ensure their strategy is up-to-date and on track. Adjusts the plan to meet any personal changes or changes in economic conditions.• Collaboratively partners with lawyers, tax accountants, to be the first point-of-contact for all aspects of each client’s financial management needs. Show less