835 Glen Crest Drive,
We are more than investment professionals and comprehensive wealth managers. As your Personal CFO here are some of the things myself, and our team can do for you.
▪ Ask questions in order to understand your needs and objectives.▪ Help you determine your present financial position.▪ Guide you to think about areas of your financial life you may not have considered.▪ Help organize your financial situation.▪ Help you to determine realistic goals.▪ Formalize your goals and put them in writing for you.▪ Prepare a financial plan and/or an investment policy statement for you.▪ Make specific recommendations to help you meet your goals; and implement those recommendations.▪ Help you prioritize your financial opportunities.▪ Review and recommend insurance policies to protect your family.▪ Assist in preparing an estate plan created personally for you.▪ Regularly review your beneficiaries.▪ Persuade you to do the things you know you ought to do, even if you don’t feel like doing them.▪ Help you determine your IRA Required Minimum Distribution.▪ Assist you in setting up a company retirement plan.▪ If you have children - Review their custodial accounts and 529 plans for education funding.
Our team prepares an asset allocation model for you to help you achieve the best results for a given level of risk tolerance.
▪ Conduct due diligence on money managers and mutual fund managers in order to make appropriate recommendations.▪ Stay up to date on changes in the investment world.▪ Study possible alternative investments that could meet your goals.▪ Monitor your investments.▪ Review and revise portfolios as conditions change.▪ Guide you through difficult periods in the stock market by sharing historical perspective.▪ Seek to improve your investment performance.▪ Review your existing annuities.▪ Review your investments in your company 401(k) or 403(b) plans.▪ Review your existing IRAs.▪ Look at the underlying investments “inside” each mutual fund and reduce overlap of duplicate holdings.▪ Convert your investments to lifetime income.▪ Provide you with a chart showing the monthly income from all of your investments.▪ Help you evaluate the differences in risk levels between various fixed-income investments such as government bonds and corporate bonds.▪ Suggest investment recommendations to potentially increase your income during retirement.▪ Determine the risk level of your existing portfolio.▪ Help you consolidate and simplify your investments▪ Provide you with a written sector-based evaluation of your portfolio.▪ Refer you to banking establishments for loan alternatives.▪ Provide you with executive services involving restricted stock and employer stock options.
PrybyloT@integrityfm.com | (630) 942-9005