Once we gain a clear understanding of your lifetime aspirations, financial situation and personal preferences, we can better help you plan for them. Individual Advisory Services’ success is driven by your success.

You and your advisory team

Delivering personalized advice and guidance is key to the relationship we form together. To address your unique needs, your advisory team will take the time to listen to you and, as needed, bring in a team of specialists, such as portfolio management, or provide estate planning information.

Your team will go through a detailed discovery process to create the best solution for you by exploring:

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Your comfort level with investment risk

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Your investment preferences

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What you hope to leave to your family and charity

Developing your personalized plan

Helping you build a flexible plan that you may adjust at key stages of your life requires that your advisory team identifies your current and future needs, including:

We’ll also work collaboratively with your outside advisors – like accountants and attorneys – to help inform your financial plan.

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