- What We Do
- Our Team
- Our Clients
- Our Business
- About Assante
- Contact Us
"To enhance the financial well being of all our clients"
1. Understand our clients and their uniqueness with respect to their:
Present financial situation
Financial goals and dreams
Attitude toward investment risk
2. Develop strategies that are directed toward our clients' goals.
3 Recommend action to be taken to achieve goals.
4. Implement strategies for success.
5. Monitor results regularly and adjust plans as necessary.
"Our clients interest is always first and foremost"
We operate a "Fee Based" practice. This means that there are no hidden fees or commissions. Fees are disclosed up front, and will vary, depending on the size of your account. Fees are charged quarterly, in arrears, and are deductible on taxable accounts.
Fees for Financial Plans vary depending on the complexity of your situation, and are discussed prior to any engagement. We believe in full transparency of all fees and costs related to your investments,and the services we provide.