FINANCIAL PLANNING | INCOME PLANNING | RETIREMENT PLANNING | WEALTH MANAGEMENT
We take a holistic approach to assessing your goals and needs as well
as conducting business, making us the best team in the business.
The Services That We Provide.
RESEARCHING PRODUCTS FOR OUR MODELS
There are thousands of investment choices that Virtue Capital Management considers in our financial planning models. Virtue chooses investment options based on extensive research and experience and combines the proper choices into models for our Registered Investment Advisors to better equip you to meet your needs. We have a diverse range of models and investment strategies available to help maximize your portfolio earning potential. Doing the due diligence first allows us to concentrate on your exact needs when we begin your financial planning process.
KNOWING THE CLIENT
With all the information and numbers that are thrown at us every day then it comes to money matters, it’s sometimes hard to digest it all and know what you need to pay attention to when it comes to your personal financial planning. At Virtue, our advisors start with a few simple questions: Where are you right now, what is your retirement timeline, what are your goals? By reviewing your monthly expenses, tax situation and other financial information, we have a baseline of knowledge to work from that helps us help you make smart decisions.
What are your goals? A key part of financial planning is anticipating not only a client's monetary needs, but the goals that the client hopes to meet by increasing his or her earning potential. What do you want to do in retirement? What education expenses would you like to plan for? How do you want to set up inheritances or charitable contributions from your estate? These are all questions that Virtue Capital advisors consider when helping you choose a financial model that is right for you.
FINDING YOUR PATH
The next step is how to get you where you want to go. Based on your current situation and the goals you’ve set for yourself, our advisors will help you choose a model or blend of models that suits your needs. Whether you’re ultra-conservative or very aggressive, Virtue has models for you and our advisors will explain the impact and risk involved in every scenario that we present. Understanding your comfort level with risk is a key component in preparing your investment strategy.
To keep you on the path we’ve started you on with your financial and wealth management, Virtue advisors periodically reassess each portfolio. Aggressive at age 40, age 50 and age 60 can all mean different things to different people. No matter where you are in life, we're there with you, every step of the way.
KEEPING YOU ON TRACK
It’s one thing to develop a financial or wealth management plan; it’s another to make sure it continues to be executed successfully. Based on your short, medium and long range goals, Virtue Capital will closely monitor all aspects of each portfolio and make changes as we assess the current markets and the future outlook. As time goes by, your goals and needs may change, and we will work with you to ensure the plan and portfolios we recommend and implement are the best fit for your current situation.
Questions, comments? Contact us here.
All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior performance is no guarantee of future results, and there can be no assurance, and clients should not assume, that future performance will be comparable to past performance. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.