Tailored strategies that align with your values, ensuring clarity and confidence as you navigate the path to retirement and beyond. Whether you’re in equity compensation, a government employee, or a dental professional, we tailor our approach to meet your needs.
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We believe your investments should work in harmony with your financial plan. Unlike traditional advisors who may overemphasize passive index funds or rely on one-size-fits-all portfolios, we design custom strategies that reflect your personal goals, risk tolerance, and time horizon. We build investment strategies that adapt to your life, ensuring that every decision is made with intent and tailored for your future.
Getting to Know You & Your Goals: In this initial meeting, we’ll explore your financial aspirations, challenges, and priorities. This is a relaxed, no-pressure conversation where we assess if we’re a good fit and outline areas where thoughtful financial planning can create value and provide direction for your future.
Organizing Your Financial Picture: Once you choose to move forward, we’ll work together to collect your financial documents and input key data into our planning tools. This session is collaborative, ensuring accuracy and giving us the opportunity to discuss important details and uncover insights in real-time.
Your Customized Financial Roadmap: After analyzing your situation, we’ll present a personalized plan that outlines tailored recommendations on investments, tax strategies, retirement planning, and more. This session highlights opportunities to optimize your financial resources and helps you see the clear path toward your goals.
Monitoring Progress & Implementation: In this final step, we’ll review the implementation of your plan and ensure you have clarity on the next steps. You’ll gain online access to your accounts and the tools you need to monitor your progress. We’ll also set the foundation for ongoing support and future reviews, so that your financial journey continues to evolve with your needs.
We specialize in helping individuals from various walks of life navigate their specific financial challenges. Whether you’re in equity compensation, a government employee, or a dental professional, we tailor our approach to meet your needs. Explore the case studies below to see how we've helped others like you pursue their financial goals:
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Learn how we help professionals with complex stock options and compensation packages better position their wealth potential.
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Learn how we help those approaching retirement make the most of their savings, benefits, and investment strategies so they can retire on their terms.
Learn how we help retirees create sustainable income strategies, manage required distributions, and align their finances with the lifestyle they want in retirement.
This is a hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your advisor prior to investing. (150-LPL)
At Telos Strategic Wealth, we take a purpose-driven approach to financial planning. Our process is designed to align your financial decisions with your personal goals, creating a roadmap that reflects what truly matters to you:
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Tailored Financial Strategies
Comprehensive Planning
Long-Term, Purpose-Driven Vision
Client-Centered, Personalized Guidance
Ongoing, Adaptive Relationship
Generic, One-Size-Fits-All Advice
Investment-Only Focused
Short-Term, Market-Driven Decisions
Product-Centric Recommendations
Transactional Interactions
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