The first step in our approach to investing is to establish the goals, objectives and risk tolerances of you as the client. You can’t get where you want to go if you don’t know how to get there. Our first question to you as an investor would be: “Where do you want to see yourself financially?” Whether it be for retirement, estate planning or even education, having an end goal with a measurable approach is sure to make the process of investing much smoother.
Brian Bischoff, Principal of Bischoff Wealth Management and a Registered Financial Advisor, makes it a point to meet with every potential client to discuss “the planning process”. His goal during this meeting is to gather as much information as possible in order to tailor an investment approach that will go hand-and-hand with the goals and timeframes discussed.
There are many types of investments and investment approaches available to clients in today’s market. What works well for someone else may not work well for you. That’s why we are here. Our goal is to create an investment approach and portfolio suitable to you, your goals and your timeframes. Through our simple fee-only structure, clients pay a low quarterly fee directly to the advisor for their advice, execution and service. No third party money manager fees. No mark-up fees. Simply a fee charged for investment advice and service you’re getting directly from our office.
To see our entire process please click here for our Services Page!