At Massaro Wealth Management we focus on creating a relationship with our clients first. Then it is much easier for us to complete our three step process described below.
Our Process
Strategize the Approach
Putting a Plan in Place
Monitor and Review
3-Step Process:
Strategize the Approach
First thing we'll do is get to know you. We want to understand your goals, needs, concerns, and personal financial philosophies to guide us on making the best choices for you. Choosing individual investments requires time, research, and monitoring, so let us put our knowledge and experience to work!
Putting a Plan in Place
This is not a one-size-fits-all approach. We will create a unique plan to allocate your funds accordingly through individual stocks, bonds, both fixed and variable products, precious metals, etc. You have worked hard to build during your working years. We strive to help your money work for you now. Whether you choose to retire early, start a second career (because you want to), or go further, we will coordinate a plan for you.
Monitor and Review
Now that a plan is created, it is important we monitor and track the progress of our goals.
Everyone knows no matter how strong a plan is, life will continue to throw changes at you.
It is important we adjust accordingly each step of the way.
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