Lisa Ott's Contact Details

Lisa Ott's Company Details

American Trust Retirement Planning

Dubuque, IA, US • 250 - 499 Employees
Financial Services

Trustia Investment Advisory combine analytical ability, comprehensive fiscal knowledge and customer service skills to help clients define and reach their financial goals. We educate clients' financial goals and educating clients on various ways to accomplish them. This includes giving overviews of different investment types and explaining how each can benefit, or hinder, the client's objectives. Trustia main job:1. EducateWe are discussing clients' financial goals and educating clients on various ways to accomplish them. This includes giving overviews of different investment types and explaining how each can benefit, or hinder, the client's objectives.2. Determine Risk ToleranceWe help clients assess how aggressive they can be with their investments and the amount of risk they can bear. The adviser must consider the client's long- and short-term goals, family status, age, employment and expenses to give the most accurate advice.3. Provide Investment RecommendationsWe put forward an investment strategy that can best help the client meet their goals. This plan usually involves combining more than one type of investment. When the client experiences a life change, such as marriage, the birth of a child, a new job or retirement, investment advisers reassess the investment approach and recommend changes as necessary