Relationship Management (RM)
HMV Wealth Advisors exists for one simple purpose: to manage the financial complexities in your life.
It begins with relationship. Our professionals deliver a wealth strategy service to provide a coordinated plan while you can focus on the pursuits that are important to you. The deep knowledge of your values, goals, and relationships forms the foundation for your plan.
Relationship management has two parts:
FIRST, it means building and fostering client relationships over time. We are professionals held to a fiduciary standard who exist to serve - not to sell.
SECOND, it involves managing other professional advisors – both the ones in our network and our clients’ other advisors – to address advanced planning concerns.
Values
What is important about money to you?
It’s essential to ask yourself this question. The purpose of this question isn’t to think in terms of goals, but to learn why you have certain goals. After you’ve identified what’s most important, you’ll have key information to help you make decisions that match your values.
At HMV Wealth Advisors, we never underestimate the importance of understanding your values when making important financial decisions.
Goals
What would you like your investments to achieve?
When would you like to retire?
What income do you need in retirement to fund the lifestyle you want?
Where would you like to be when you are 50...60...70...80?
Are you interested in leaving a legacy? If so, to whom and how much?
What do you want to do for your children? Your parents? Other family or friends? Society?
Relationships
What are your important family member relationships?
Do you expect to support any family members or to receive an inheritance?
A Coordinated Process
HMV Wealth Advisors will work with your existing experts (tax preparer, attorney, etc.) – or, upon request, we can recommend professionals – to ensure that each component within your plan is carefully selected and integrated to serve a purpose within these five Advanced Planning (AP) components: wealth enhancement, proactive tax management, wealth transfer, wealth protection and charitable giving.
An investment strategy right for Our Clients.
TWM =
IC
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RM
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