Free Personalized Investment Plan B

Here is how it works:

First, we need to talk about you...

We’ll get together on a one-hour call and walk you through all of the information we need to build your Personalized Investment Plan.

Why?

Because this will help us make the right money manager recommendations for you.
We’ll lay out a plan for you...

We’ll use a statistical analysis and run simulations to determine how realistic success is for you, given your current situation and goals.
We’ll walk you through the plan and fine tune it...

We’ll ask you…How do you feel about it? Are there any concerns? We’ll make all the necessary adjustments, and we’ll take the time to review the detailed, revised version of your plan.

You have no obligation whatsoever - the Personalized Investment Plan we prepare is entirely yours to keep.

What kind of questions will I be asked to build my Personalized Investment Plan?

During our call we’ll ask you to talk about some of the following:

Your overall current personal & family situation
Your past investments and successes
Your income
Your lifestyle goals
Your healthcare needs
Life insurance
Risk tolerance
Growth, inflation, tax liabilities
Retirement planning
Estate planning

How long does it take to create a Personalized Investment Plan?

Generally, the time needed is only 3 one-hour phone calls:

An inform ation gathering call,
an initial plan review and fine tuning, and
a final plan presentation call.

The process from beginning to end can take as little as one week, depending on your availability.

Will I get Money Manager Recommendations chosen for me?

Yes. Your Personalized Investment Plan will present you the options that make the most sense for your particular investment goals. We pride ourselves in our knowledge of money managers.

Why are you called “WrapManager”?

“Wrap” is a technical term in the financial world, but what WrapManager means to you is that you have a financial expert who wraps everything together for you.

We understand you first: your life, your family challenges, what keeps you up at night, and your goals.

Then we help create a plan for you that includes selecting money managers for you, tracking the progress of your investments, and talking to you. Your WrapManager makes life simpler for you.

Is WrapManager a registered investment advisor? What does it mean to me?

A Registered Investment Advisor (RIA) is a professional advisory firm that offers personalized financial advice to its clients. RIAs typically use institutional custodians, so you’ll know where your money is held.

In working with WrapManager, you will get advice based on what’s best for you and we will do our best to make sure you understand your investments and fees. Being an RIA means we are qualified to give advice on your specific investment needs and we encourage a relationship of ongoing communication and trust.

Give us 3 weeks and we’ll show you the path to making your investments work towards your goals

Here is how it works:

First, we need to talk about you...

We’ll lay out a plan for you...

We’ll walk you through the plan and fine tune it...

Start your Detailed Investment Plan Now

Answers to your Questions

What kind of questions will I be asked to build my Personalized Investment Plan?

How long does it take to create a Personalized Investment Plan?

Will I get Money Manager Recommendations chosen for me?

Why are you called “WrapManager”?

Is WrapManager a registered investment advisor? What does it mean to me?