You've made decisions. Making sure your current positions are efficient and secure is the first step to a proper plan.
Most people don't become rich because of the stock market. Most people's wealth is built off of their ability to save. Our goal is to help you maximize your savings.
With so many options available making the right investment decision can be confusing. We will help you make the most advantageous choice.
Getting to know you is our number one priority. During our first meeting we will spend time to truly understand your goals and concerns. We will discuss our philosophy and process. This is the start of our financial relationship.
The more we know about you, the greater value we can provide. During the fact gathering we will learn about the financial decisions you have made. This includes the numbers and your goals. Having a holistic view gives us an expanded vision on areas of concern.
This is where we roll up our sleeves and get down to work. Proper research will lead us to the right strategies. Using our many tools and services we will develop a comprehensive financial plan to address your financial goals.
Knowledge, knowledge, knowledge! We believe in educating the client on their current status, their many options and what to expect. We want you to have the facts. An informed client can make the best financial decisions.
Now you put your plan to work. Our team will make sure your execution is seamless. We'll work with you each step of the way.
Financial planning is a constant work in progress. Your life changes as does the world around you. Reviews ensure our clients are on track to defeat their goals.
Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC Member SIPC 530 Fifth Avenue, 14 Floor, New York, NY 10036 Phone: (212) 536-6000. EMET Wealth Advisor is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202003-227052 FINRA Broker Check