Ever wonder why you own the investments you own, or even what the actual investments are and how they work and (what many might consider an important part of investing) what “you” are paying for those investments? Did you know that there are a number of different ways to own (buy) the same investment? How do you know that you are paying the one that makes the most affordable sense for your needs? What are the tax implications and are they invested in the most tax efficient manner? Contact Erik Smith for answers!
What does “Bringing Wall Street to Main Street” really mean?
At ESI it is two-fold:
1. We focus on the education of investing so that when it is time for recommendations, you actually understand what the investments are, how they work, why they are being recommended, and what you are actually paying for those investments. Education that is presented in a simple-to-understand manner.
2. We also strive to provide you with a nearly unlimited selection of investments like:
|
|
|
What to Expect From ESI
We strive to create a personal relationship with you, clearly explain your choices, and customize a plan that best suits your needs.
Discovery / Fact Finding
The first step in our process is an initial meeting during which we gather n inclusive picture of your family’s financial situation and tolerance for risk.
Advise / Implmentation
We will present a financial plan with our recommendation and review this together, answering any questions you may have, as well as potentially making changes based upon your feedback.
Guidance
We understand that you are busy with work, family, and life in general. We expect to be a part of major financial life decisions and will continually monitor your investments and financial plan, as well as be available for consulting.