|
Financial Planning
At Altavista financial planning is integrated with our investment management and fiduciary services as part of an ongoing process. Financial Planning services include:
- Determining goals and objectives
- A synopsis of the client’s estate plan, along with our recommended changes
- Retirement planning
- Formulation of an investment policy with asset allocation guidelines and suggested strategies
- Cash flow planning
- Diversification and hedging strategies for those investors with large concentrations of wealth in a single stock or business
- Tracking progress
- Coordination of advice with the client’s legal, tax and other advisors
|