Is Your Employer Group Changing in 2021?

If you are concerned about upcoming changes to your 401(k) plan and want to learn about your options, we can help.

How does our wealth management process work?

Step 1

Use the scheduling tool above or call our office at (828) 398-2802 to schedule your financial check-up. During your no-cost and no-obligation consultation, you’ll speak with financial advisor Pat Latta—an independent and objective fiduciary. Your check-up will include a cost and risk analysis of your current investment strategy.

Step 2

You’ll share your goals and dreams. We’ll learn more about the level of risk you are comfortable with, taking into consideration your current financial situation. From there, we’ll help you define objectives that tie in with your financial goals. We can make sure we are a good fit for each other before moving forward.

Step 3

Working closely together, we work to match your goals with the most appropriate mix of investments and financial planning strategies. We’ll build and implement a low total cost investment portfolio aligned to your objectives. Then, we’ll monitor and rebalance your portfolio as needed to try to keep it matched with your needs and goals.

As fee-only financial professionals, we are fiduciaries and act in our clients’ best interests. We do everything in our power to keep you focused
on where you want to go, advise you on how to get there, and help you maintain a disciplined approach to pursuing your dreams.