Identifying Objectives and Risk Tolerance
Lifetime Wealth Management, P.C. identifies a client’s investment objective as well as their risk tolerance utilizing our annual questionnaire and client meetings. By completing the questionnaire and having ongoing reviews we stay up to date on all issues related to a client’s overall financial picture allowing us to provide ongoing advice. Clients fall within one of our five investment objectives and are positioned within one of our three risk classifications. We use our expertise to formulate a custom client objective and portfolio that is tailored to each individual client.
Each of these objectives are determined through an extensive client evaluation along with numerous other inputs and variables specific to each client’s financial position. This allows us to determine the most logical route for developing a plan and more importantly, plan implementation.