Shrier Associates brings the same care and focus to each client, while recognizing that every client is unique. You have different goals about how you want to live your life,  grow and protect your assets and, also what you may want to do in retirement.

We go through these 5 steps together with each and every client.

1.  Understanding through our Client Discovery process

First and foremost, we strive to gain an understanding of your unique concerns, goals, dreams and aspirations.

You see, we know that money is simply a tool to help you achieve your personal mission in life. We take a special joy in participating in the lives of our clients. Because of this commitment, and in the interest of our current clients, we accept only a limited number of new clients each year. That’s why we want to make sure we’re a good fit for you.

We believe that wealth and money are resources to help you live the life you desire. We have a disciplined approach to uncover your needs. Based on your lifestyle and what is most important to you, we then define a personal wealth management strategy to help you reach your goals by avoiding unnecessary risk and undue sacrifice to your lifestyle.

2.  Assess Your Resources and Available Retirement Plan Options

Next, we examine your existing retirement contributions, plans and existing investment choices to help guide you to your goals. We examine your resources, and your comfort with the different inherent risks in all investment strategies. We are upfront throughout the process with an objective assessment.  We find our clients appreciate how we put things in terms they can understand . . . without financial jargon.  

3.  Engage With You In The Wealth Planning Process

Many times, we find that people can actually do more today than they think they can once they go through our powerful wealth planning process. Our problem-solving approach can quickly uncover simple changes which can have impressive benefits.   

4.  Generate Your Wealth Management Strategy

When the plan is in place, we then create a strategy to make the best available investment choices at the lowest cost. These are designed to meet each of your goals, while taking into consideration your concerns. For some families, this also means updating your insurance strategy to help you better match your goals and the impact of taxes.

5.  Serve As A Continuing Resource for Years to Come

We don’t stop there, though. We serve as a resource to you. We work on your behalf to make changes to the investments as your life (and also the financial environment) changes. We are on call to answer questions as they come up. For example, if you are purchasing a new home, car, funding an education or want to free-up cash to go on that once-in-a-lifetime vacation, we can help to make it happen for you, easily, painlessly, and tax efficiently.

Most important, we are in your financial corner for the long-term –
to help you live and experience life with confidence and security.

Contact Shrier Associates today to learn more about our unique approach and request a complimentary consultation.