With impending reductions in social security payments, an uncertain economic outlook, rising inflation and material increases in healthcare costs, the importance of developing a strategic plan to realize retirement goals has never been greater. Working as a sophisticated advocate and trusted advisor, OnCenter will give you the opportunity to chart your course to financial success delivering the financial security and peace of mind you deserve.
Our commitment to providing an outstanding client experience is built upon the following highly disciplined approach:
- Obtain in-depth understanding of client objectives, values and risk tolerance
- Develop a personalized strategic investment plan with optimized tax management
- Manage investment assets to achieve optimal investment performance
- Closely monitor portfolio and comprehensively report performance
- Rebalance to respond to market conditions or changes in personal situation