Services
Our Client Service Model
At Mainstay Financial Management we seek to break down the traditional barriers of utilizing one client service model. We realize individuals have a variety of unique needs and specific situations. We have created a flexible and customizable approach by offering three distinct service platforms. We want our clients to know the cost for the services we provide. This allows for complete transparency, clear communication, and an overall deeper relationship.
Investment Management
- Asset allocation*
- Portfolio construction and implementation
- Manager evaluation and performance monitoring
- Portfolio rebalancing*
- Monitoring market changes and economic shifts
- Making adjustments as goals or lifestyles change
*Rebalancing a portfolio may cause investors to incur tax liabilities and or transaction costs. Rebalancing and asset allocation does not assure a profit or protect against loss.
Total Wealth Management
- Includes all investment management services
- Comprehensive financial planning
- Retirement planning
- Cashflow analysis and strategy
- Risk management
- Total account aggregation
- Online comprehensive client portal
Consulting
- Hourly flat fee pricing
- Individualized needs based consulting
- Project based consulting
- Mutually agreed upon time tables
- Deliverables and actionable recommendations
