Monday, April 23, 2018 3:27PM
Managing Preserving and Growing your Assets
The process in which we work with our clients is something that differentiates Markey Wealth Management from its competitors: the Client-Centered 5-Step Plan™.
The first step is a one-on-one meeting where Darrin learns more about you, the client, and your personal financial needs and goals.
After the consultation, Darrin creates a customized portfolio based upon what he discovered.
In a second meeting, the personalized plan is presented and explained in detail. If there are any concerns, it's back to the drawing board for revisions. When you approve, it is immediately implemented.
The financial plan is continually monitored and reviewed.
The fifth step is one that many financial advisors overlook: rebalancing. Markey Wealth Management believes that keeping assets balanced is the key to long-term wealth accumulation.
