Finding out what really matters
As a client, your relationship with AMJ Hall Global begins with an in-depth, face-to-face meeting. This is so we can clearly understand what is most important to you in terms of your financial “bucket list” as it were. Perhaps your priority is planning for retirement or funding college educations for your children; bequeathing your estate to your loved ones or to the support of worthy causes without being overly encumbered by taxes.
Identifying realistic objectives
In the course of this initial meeting with an AMJ Hall Global adviser to identify your various financial objectives, one of our responsibilities is to help you prioritize them; occasionally eliminating those that we both agree may be unrealistic.
Based on this agreed-upon list of goals, we work together with you to develop targeted, sustainable strategies with optimal and acceptable results. Finally, we carefully seek to determine your acceptable level of investment risk and, here especially, your willingness to compromise will prove invaluable when settling on realistic, workable goals.
