The Schwemlein Group - Planning Process

Today’s global market is very complex and ever-changing. That is why it is paramount to have a financial plan. The Schwemlein Group realizes the challenges investors face and takes the careful approach to work with you and our investment specialists. Our open architecture approach enables us to select the best investments. We welcome the opportunity to work with your attorney and tax advisor to ensure you have a properly diversified plan in place.

The initial meeting allows for all parties to get acquainted with each other. This helps to establish a solid professional relationship. We listen to you before discussing any investment approach. Once the goals and objectives are communicated, we then collect the information necessary to identify strengths and weaknesses. We then make our recommendations and will disclose our fees before the account is opened and any transactions are made.

We will constantly monitor your portfolio’s performance and communicate any economic trends that could impact your investments and recommend adjustments. We also realize that clients will experience life events that will change their financial situation and through interactive dialogue, we will discuss those changes and what it means to your investments.

The Schwemlein Group prides itself on being part of our clients’ successes.