In today’s market with many investment products to choose from, it is certainly a reality that investments can be bought or sold by ATT employees without the help of a financial advisor.
However, investments are just the start of what a good advisor offers. A solid wealth management strategy is developed first and foremost that ensures that an investment portfolio aligns closely with the client’s overall financial goals. A good advisor also has access to a team of professionals, including a tax account, that helps provide a comprehensive and well-thought out approach to wealth accumulation.
At the foundation of this strategy is a step-by-step process developed specifically for each client to help them pursue their ultimate goals. For Mooney Lyons, this process is called The Integrated Wealth Model.
In this system, a complete wealth support platform spans the entire financial spectrum for each client. A process then begins with an interview designed to lay the foundation for a successful collaboration. The next step is clarifying and then giving special consideration to our clients’ objectives. Once this is established, a personal wealth model is engineered and implemented to address each unique opportunity and challenge that may arise.
As a Mooney Lyons client, you will also have access to an advisory team that incorporates specialist strategies for insurance, wealth management, 401(k), estate planning, long-term care insurance and even property and casualty insurance and mortgage planning for a more complete retirement plan.
By engaging with the right team of professionals who can analyze the situation and adapt to the ever-changing factors in a lifetime, anyone can establish a solid wealth accumulation strategy to help them in retirement. Make sure you discuss your long-term plans with your financial advisor. If you do not have one, call Mooney Lyons at 1-847-382-2600 or visit us at mooneylyons.com. We’d like to help you work towards your vision of a happy and healthy retirement.
Mooney Lyons nor LPL Financial offer tax advice.
Stock investing involves risk including loss of principal. No strategy assures success or protects against loss.