Comprehensive Strategies
Management Consulting - Sandwich, MA, US
Comprehensive Strategies Employees
Comprehensive Strategies Details
We partner together closely with our clients and use our collective wisdom to create individual and well-thought-out financial strategies designed to help enable growth and protection of wealth. Our personalized service and dedicated team approach nurtures long-lasting relationships that have spanned generations. You can also expect us to help add discipline and objectivity to your financial plan. Whether it's estimating the cost of a college education, determining how much you'll need for retirement, or rebalancing your portfolio, we can help you develop a sound financial plan for the future.We will work with you to understand your specific financial goals, risk tolerance, time horizon and investment preferences. Based on that understanding, we can:- Develop an integrated, personalized investment program based on your financial goals.- Provide investments that match your objectives and suggest an appropriate asset mix for your portfolio.- Diversify your assets to properly balance risk and enhance return potential.- Manage the impact of taxes and inflation on your investments.- Rebalance your investments periodically to maintain your desired asset allocation.- Review regular, detailed reporting on your portfolio's activity and performance.Securities and Advisory Services Offered through Cetera Advisors LLC, Member FINRA/SIPC. Cetera is under separate ownership from any other entity.
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