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
Investment Portfolio design process.
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
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.
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: