Detailed Services
Tanistry Wealth Management, (TWM) is readily available for communication with clients to review their Portfolios and Financial Plans. The following is illustrative of the services we offer.
At The Outset
• Conducting an in depth interview designed to understand each client’s current, intermediate and long term financial objectives. Our goal is simple: to make sure our clients feel confident and secure about their financial future.
• Design and preparation of a coordinated financial plan to assist in the progression toward and attainment of the stated objectives.
• Preparation of the client’s lifetime investment capital projection, considering cash flow, current investment capital, income taxes, inflation and projected investment capital returns to assist in preparing the Investment Policy Statement.
• Assisting in the implementation of the client-approved planning and investment strategies.
Ongoing
• Developing financial planning recommendations with our in house design staff. Coordinating the execution of the related documents with the client’s CPA and Estate Attorney.
• Assisting in the implementation of all approved financial planning recommendations.
• Managing investment capital in accordance with pre-approved investment goals.
• Being responsive to financial and investment concerns.
• Examining assets and liabilities, including nature and form of ownership as well as advising as to repositioning and/or liquidation of assets and liabilities given the considered objectives and consequences.
Quarterly
• Provide an investment performance report that (a) summarizes the assets managed by Tanistry, and (b) addresses how the client’s investment capital managed by Tanistry has performed compared relevant market indices.
As Agreed Upon by Client and TWM
• Personal meeting with the client to review the status of the client’s investment capital and discuss financial planning issues and action items.
• Preparing and presenting the Statement of Financial Condition and supporting schedules.
• Providing the client’s CPA with information necessary to project the client’s personal income tax liabilities.
• Recommending and implementing financial and investment planning strategies to minimize the client’s income tax liability in coordination with the client’s CPA.
