Investments Advisory Services

As time goes by and your stages of life change, you find your way into planning for your future needs: marriage, kids, house, child care, health insurance, vacations, school and college planning, 529's, life insurance, disability insurance, retirement plans, long-term care, wills, trust and estate planning.


Investment Management

When it comes to investing, there's no such thing as a one-size-fits-all solution. There are thousands of investment options at your disposal at any one time. We will work together with you to determine which of the multiple options can be put together to meet your specific needs and goals. We work with almost every brokerage firm's products so that we can provide you with the best services that fit your individual needs.

That's not as easy as it sounds. 

At Schnur Wealth Advisory Group aka SWAG, we will help cut through misbeliefs and floods of information to develop a strategy that aligns with your long-term goals and risk tolerance. 

We do this with our four-step process:

 

(1) Are we the best advisors for each other

We're not right for every investor and not every investor is right for us. We start the process with a brief call to determine if we are a fit for each other. This is usually a casual conversation where we both ask questions. If it seems like a good fit, we'll move onto the next step. If not, there's no commitment for any further engagement.

 

(2) Meeting

We actually start this process before our first meeting so we can make the most of your time. We provide a simple worksheet that helps you organize your financial and investment information so

we can perform a deep and comprehensive analysis.

The next step is a meeting in which we try to gain a deeper understanding of your current investment strategy. We also look at your goals, needs, and risk tolerance. We actually analyze all areas of your financial life so we can identify risks that may not be on your mind.

 

(3) Planning

Once we fully understand your goals, needs, and concerns, we're ready to start the planning process. Together, we'll answer four important questions during this stage:

  • Where do I stand today?
  • What are my goals?
  • What unknown problems could become an issue?
  • Am I on track?

During this time we'll also develop an investment strategy to guide all future decisions. Our goal is to develop a plan that maximizes your long-term performance within your tolerable levels of risk.

 

(4) Implementation

This is when the plan turns into action. Using the planning work we did in step three, we identify investment options and tools that fit your strategy. These could include:

  • Stocks
  • Bonds
  • Mutual funds
  • ETFs
  • And more

Our recommendations are guided by your unique strategy. We implement the strategy and then manage your plan over time. Our investment management process isn't a one-time effort, but rather an ongoing collaborative partnership. We'll meet regularly and adjust your strategy as needed to reflect changes in your life goals, needs, or risk tolerance.

 

Ready to take back control of your investment strategy? Let's talk about it. Contact us today to schedule your fit call. We look forward to learning more about your goals and needs to help you tackle your biggest challenges. Let's connect soon and start the conversation.

 

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