The ability to help meet your long-term financial goals requires a process that will assist you with analyzing likely outcomes and provide you with solutions to help you pursue your goals.
Bob employs a six-step comprehensive planning process:
1. Data Gathering
You will meet with Bob to create your personal financial inventory before any planning takes place.
2. Establishment of Financial Goals and Objectives
3. Analysis of this Information
4. Establishment of an Action Plan
Your action plan is just that – yours! Bob does not have a “one size fits all” approach to investing.
5. Implementation of the Action Plan
The implementation of your action plan will include stocks, bonds, funds, and financial products tailored to help you pursue your goals.
6. Monitoring the Plan
You will be kept up to date with free, online access to your Stifel Nicolaus account information, personal quarterly reviews with Bob, and monthly statements.