For all but the most financially sophisticated, entrusting one’s financial future to a wealth management company can be worrying and intimidating. That’s why LionsGate Advisors has a process based on education, communication and the intelligent use of technology; every step of the way, you are presented with information and an analytic framework to make these important decisions, and when those decisions have been made, you have the technology to move forward easily and securely. Here’s how our process works:
In this step, we help you see your complete financial picture, based on the documentation you upload into a secure portal. We can determine whether your investment management has performed well against same-class competitors. And you tell us your financial goals so that together, we can determine whether you’re on track to achieve them. If so, we tell you that. If not, we move to Step 2.
In this step, we work together to determine the most appropriate strategies for getting your finances on track to achieve your goals, taking into consideration your lifestyle, timeline, cash flow and risk tolerance. In our fiduciary role, we also help you identify the best window of time for moving forward with your chosen strategy. That brings us to Step 3.
In this step, we show you how our specialized services and preferred-status relationships offer you access to strategies and products that, as a package, are not available anywhere else. Equipped with this new level of education about your finances and our expertise, you make your choices and we move to Step 4.
⦾ Step 4 – Implementation and Measurement
In this step, the necessary forms are filled out and submitted (usually electronically), your plans are brought to life, and you join our family of LionsGate clients. On a regularly-scheduled basis, we provide you with updated information on how well your strategies are working toward achieving your goals, as well as information regarding the latest trustworthy products, services or strategies that may provide further appropriate help toward achieving, enjoying and sustaining the lifestyle your hard work has opened up for you.
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