Financial advisory that evolves alongside you.
Our personal investment
The relationship you have with your Exemplar Advisory Team is of the utmost importance. We attempt to help simplify your life and provide you with peace of mind. Money and finances are part of our ever-changing lives and—for many—are a cause of anxiety and stress. Having a trusted resource to help you make informed decisions and to provide guidance is invaluable. With an intimate understanding of your life and what keeps you up at night, we personalize our advice to you. Our desire to listen to and thoroughly understand your perspective and needs allows us to serve you and your family’s best interests. Long-lasting relationships are built upon communication, connection, and commitment.
Wealth Management
We customize investment strategies that are tailored to your unique financial situation and needs. This strategy evolves as your life does. Investment management and cash-flow planning are areas of focus for our clients. Whether you are accumulating assets or in the distribution phase of your investment career, we will help you invest efficiently. Managing your wealth involves protecting and growing your assets while mitigating your tax liability.
Making sense of financial news and helping you understand what investment tools will best serve you is important. In the current information age, there is an abundance of information—some of it misleading—that we filter for you. Managing your cash flow requires the coordination of income sources. Your investment strategy and cash flow require focus on investment performance and income to meet your needs and goals.
Financial Planning
To best serve you, we listen so we can have a full picture of your financial situation. Comprehensive planning entails an intimate understanding of you. Defining goals and identifying your concerns enables us to build a custom financial plan for you. Your plan will change as life events occur and as time passes. The plan we jointly develop provides peace of mind in knowing that your goals are attainable, that you are on a good trajectory, and that you are prepared to weather future life stressors. Your plan is the foundation that facilitates making many life decisions.
In addition to investments and cash-flow management, we will discuss taxes, insurance of all types, estate planning, and charitable giving. We plan for health-care expenses and factor in Social Security and other sources of income. We are experienced in addressing complex family dynamics or tax situations. Our clients often comment that the process to construct and monitor their financial plan is rewarding and well worth the investment of their time.
“We are honored to work with you and to serve you to the best of our ability.”
— Chris Asher
