Estate & Business Planning Group

: Estate & Business Planning Group

: 407-389-1122

: 305 Douglas Ave

: Altamonte Springs

: FL

: 32714


: Money Management Our Approach At the Estate & Business Planning Group, we operate by placing our clients at the center of our focus. In managing your assets, our team balances your objectives with your tolerance for risk, your cash flow requirements and other factors. Our money management fee is based on a small percentage of the investment assets under our advisement. We feel that this fee based focus enhances the integrity of our client-advisor relationships and keeps our clients interests at the heart of what we do. Among the choices of institutional money management firms our team has access to include:

  • Aris
  • Curian Capital
  • Genworth Financial Wealth Management
  • Morningstar Managed Portfolios
  • SEI
  • Symmetry Partners

Our goal is to develop an appropriate money management strategy customized to your unique needs. Subsequently, we make strategic adjustments to your asset allocation as necessitated by changes in your life and based upon the ever-changing risks, opportunities and relative value in the financial markets. Ongoing market guidance is one of the key responsibilities of our team. As part of our (RCR) Regular Client Review Program, our advisors meet regularly with you to:
*Assess the macroeconomic and investment environment
*Identify opportunities within various investments in response to current events
*Reconfirm long-term asset allocation guidelines for the major asset classes

Your Estate & Business Planning Group team considers the scope of your initial asset allocation and is continually alert for any changes necessary to keep your allocation on target. The result is confidence that your investment strategy is thoughtfully constructed and maintained to serve your needs over time.
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