Our Services
Juncture Financial Group, LLC offers two primary types of services:
Within these two broad categories you will find a variety of services and fee structures that can be tailored to your individual situation and needs. Services may be selected individually or combined to provide a comprehensive wealth management solution.
All of our relationships begin with an initial complimentary consultation during which we spend time getting to know each other. This includes developing a basic understanding of your needs, goals, and concerns and discussing the types of services that best address your individual situation.
Individuals and families generally begin their relationship with us through the preparation of an initial comprehensive financial plan. Because effective implementation, monitoring, and updating throughout the life cycle is paramount, we offer clients the option to retain us on an ongoing basis to provide continuous financial planning services. We also offer the option of hourly financial planning and consulting, which can be appropriate when advice is needed on one or more short-term, specific decisions, or financial topics.
Asset management services are available for individuals, businesses, trusts, charitable foundations and pension plans. We design and manage diversified investment portfolios that are consistent with your investment objectives, risk tolerance, and liquidity needs. We provide you with a customized Investment Policy Statement that guides the investment strategies, asset allocations, and individual investment choices. We provide you with regular performance reports, re-balance portfolios when appropriate, and make adjustments to your investment policy when necessary.
We invite you to review the Financial Planning and Asset Management sections of this website to learn more about the specific services and relationships that we offer.
We look forward to serving you as a Juncture Financial Group client.
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