We feel extraordinarily confident we can design a comprehensive financial plan tailored to your current goals and aspirations. But if you just need someone to do your taxes, we’re more than happy to help. Or if all you want is a competent set of eyeballs to watch over your investments or company 401(k), we’re all over it.
At CTS, we believe teamwork is the best way to solve any financial puzzle, and we’ll work with you to figure out exactly what you need. When you decide to become a CTS client, we will:
- Ask you a few questions about your current career, lifestyle, long and short-term goals.
- Review your tax returns and do a quick survey of the investment, insurance, mortgage, retirement and estate plans you currently have in place.
- Help you fill out an Investor Profile Analysis, which helps us determine how much risk you should take with your investments based on your investment timeline, investment objectives and risk tolerance.
- Offer you some opinions and options for taking things to the next level if it all sounds good to you.
And if you feel like sticking your toe in the water before getting your foot in the door, please subscribe to our newsletter. We look forward to meeting you.