The partners at Ortner,
O’Brien & Ortner provide our clients
with a team advisor philosophy to helping meet
their financial and wealth management goals. We
believe that our clients deserve the highest levels
of service in a variety of areas; that’s
why we employ a consultative
process.
We provide every client
with a hands-on approach and methodology to ascertain
their exact Wealth Management
needs. Our approach is divided into three phases:
Investment
Consulting, Advanced
Retirement Planning and Relationship
Management.
Using our proprietary data
gathering process, we begin with a ‘Discovery
Meeting’ that explores your financial aspirations.
We listen to you to learn about your goals, your
family and your past money experiences. We review
your cash flow, liability and tax situation. We
evaluate your entire asset and investment portfolio.
You will be provided a custom Investment
Policy Statement (IPS). This important
document defines how the investment responsibilities
will be prudently managed to meet your long-term
goals. Fidelity Institutional Brokerage Group
is our recommended independent custodian for your
investment assets.
We believe offering comprehensive
advanced retirement planning services
is an important facet to helping our clients achieve
the highest levels of retirement enjoyment. That’s
why we not only help our clients with basic investment
needs, but as part of our overall wealth enhancement
services we also provide our clients with centralized
financial management needs including estate planning,
income tax planning, asset protection and charitable
giving.
- Income Tax Planning:
Your income taxes are prepared and filed annually.
An individualized tax plan is designed for you.
- Estate Planning:
We create your estate plan and review your estate
documents. If you need new legal documents,
such as a Will, Trust, or Power of Attorney,
etc.) you will be referred to our expert team
which includes the legal offices of Francis
Ortner, Jr., JD.
- Asset Protection:
We will review your insurance policies, asset
titling and develop an overall risk management
plan.
- Charitable Giving:
We will provide strategic advisement for an
array of gifting options.
Regular personal financial
management meetings are scheduled to provide due
diligence, monitoring of your goals and quarterly
performance reporting on your portfolio.
As well, our clients have on-line access to their
portfolios 24 x 7 which means they can track the
progression of their portfolios and ask questions
at any time during their relationship with Ortner,
O’Brien & Ortner. |
