True Wealth Planning


In collaboration with Reaheart Financial and through Financial West Group we offer comprehensive, fee-based financial planning centered on our clients' core values. This planning enhances your True Wealth Investment Portfolio design process.

This service includes:
  • Benefits of True Wealth Planning True Wealth assessment (what makes you "you" and how that is best expressed in the world)

  • Creating financial goals that match with your personal vision of True Wealth

  • Short-term and long-term investment projections needed to achieve those goals

  • Risk analysis for insurance needs: life, disability, long-term care & health

  • "Retirement" or second-stage of life saving and investment planning

  • Estate planning strategies in harmony with your True Wealth vision (in consultation with your attorney)

  • Tax strategies (in consultation with your accountant)

  • Cash flow and net worth assessments as needed

This service is supported by our True Wealth Portal technology, which provides: 
  • Online up-to-date aggregation of all your investment and banking accounts (those held with us and other institutions)

  • Secure storage of legal and/or investment documents (or anything else you want instant access to)

  • Upload your data into your advisor's tool box to use in your planning process- you choose who sees what information on your portal.

  • Other professionals (eg Attorney and/or Accountant) can be given access to be sure everyone is working in coordination with each other.

     
     

FROM IDEA TO ACTION: Socially Responsible Investing and the Growing Green Economy

If you are like most Americans, chances are you have heard of Socially Responsible Investing (SRI). Whether you have heard of SRI or not, this article will help you gain clarity and a commitment to action towards what is at once a broad social movement and an intensely personal process.



VALUES-BASED INVESTING: Enriching the Soul of American Culture

Underlying cultural values give current investment trends their heart and soul. Therefore understanding the demographics of existing and emerging cultural values are at leat as important in guiding your investment strategy as is the new hot stock pick.


SEEKING THE TRIPLE BOTTOM LINE: Socially Responsible Investing and the New Economy

This new economic model accounts for the natural capital provided by ecological systems and their contribution to maintaining life on Earth. It does this by measuring the three bottom lines of People, Profit and Planet.




Progressive Asset Management Group (PAM Group) Affiliations:

         


Securities and advisory services offered through Financial West Group, (FWG) Member FINRA, SIPC. The Progressive Asset Management Group is the Socially Responsible Investment division of FWG. Progressive Asset Management, Inc. and FWG are unaffiliated entities. Centerpoint Investment Strategies and Financial West Group are unaffiliated entities. Office of Supervisory Jurisdiction:
55 Main St, Suite 415, Newmarket, NH 03857 (603) 659-7626

Nothing in this website should be construed as a recommendation to buy or sell any security. Such recommendations can only be made after personal consultation. Past performance is not necessarily indicative of future results. While some studies suggest that socially responsible investing may perform as well or better than conventional investing, some other studies suggest that by reducing available investment choices, socially responsible investing strategies may entail higher risks or lower returns than comparable non-SRI investing strategies.