An Approach Designed Around You.

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Getting to Know You

Developing a trusting relationship with us, as well as sharing a common investment philosophy is key. In an intiital meeting, together we will discuss your goals, investment objectives, income needs, tax issues, will and estate concerns and visions for your future. In turn, you will get to know us. We need to be a fit for you. Just as you interview us, we are interviewing you. Just as in any relationship, not everyone is a match.

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Building and Implementing
an Investment Portfolio

Based on objectives identified from detailed conversations and meetings with you, the McCradyRourke Advisory, will construct an investment portfolio unique to your situation. By incorporating equities, bonds, and alternative investment strategies, we are confident our clients will meet their financial goals, for not only themselves, but for generations to come.

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Meeting, Monitoring, & Reviewing

The McCradyRourke Advisory team share a strong commitment to service. Always accessible, we make great efforts to provide you with timely information, and always be available. We encourage regular portfolio reviews and contact to ensure we are on course. This will allow us to address changes and transitions in your life. As your financial situation or personal situation changes, so may the strategies we employ.

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Insurance Review

Our clients do not "need" Life Insurance. Life Insurance is not just about a life insurance policy. It can build wealth by tax sheltering growth and contribute to your estate plans. This in turn, will help to reduce the tax burden on your estate. Our Insurance Specialist will work with you to assess your needs and introduce strategies to meet those objectives.

Ready to take control of your finances?

Let's start the conversation, contact us to book a consultation.

 

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