The Service Experience
Financial Plan
All clients receive financial plans at no charge. Beyond what investments are included in your portfolio you will get plans and projections for how Social Security benefits work, understanding how much you need to retire based on your budget, projections about how your new home purchase can affect your long term savings, and have it all brought together in one plan to become a complete vision of your financial future.
Active Portfolio Management
When markets are down you’ll have someone actively looking for opportunities on your behalf and proactively reaching out to you if we need to talk about how it affects your future.
Diversified Strategies
For client accounts over $200,000 I can provide multiple investment strategies to go beyond diversifying assets, into diversified strategies, to provide more tools to safeguard your savings or provide new dimensions of growth.
Personal Money Management Advice
Knowing you well, what your long term goals are, and what your savings habits are like will let me give you next level advice when large purchases are being contemplated or when emergencies arise and you need to think rationally about where to draw the money from.
Monthly Contact
You will receive monthly contact from me with your client statement and an individually written account of how the changes in the economy affect your portfolio. If any parts of your portfolio develop problems where they don’t behave as designed I will be able to work with you quickly to make adjustments. I will do everything I can to help you feel engaged with your investments. Monthly phone calls are also an option if you prefer calls more than emails.
No Caps on how frequently you can have in-person meetings
When you need help from me you’ll have it. In person meetings can be scheduled as frequently as our schedules allow at no charge.
Monthly Contact
You will receive monthly contact from me with your client statement and an individually written account of how the changes in the economy affect your portfolio. If any parts of your portfolio develop problems where they don’t behave as designed I will be able to work with you quickly to make adjustments. I will do everything I can to help you feel engaged with your investments. Monthly phone calls are also an option if you prefer over email.
No Caps on how frequently you can have in-person meetings
When you need help from me you’ll have it. In person meetings can be scheduled as frequently as our schedules allow at no charge.
Masdevallia LLC is only registered to operate in the states of Washington and Ohio, serving residents of WA and OH.
Contact me at (425) 760-6107