At Argent Wealth Management, we work closely with you and your other advisors to develop your financial plan. Our well-defined process helps you to achieve and maintain your desired lifestyle and financial security.
Our relationship begins by gathering financial information to prepare a balance sheet. This includes talking with you and listening carefully to assess risk tolerance and identify financial goals. We learn what is important to you and how we might best allocate assets to achieve your goals.
Moving forward, we’ll meet regularly with you to discuss your financial status and monitor your financial progress. Our conversations are quite broad. We learn about what is going on in your life, what has changed, and what concerns (financial or otherwise) might impact your financial plan. As a partner in your success, we often act as a sounding board for key issues which go far beyond “the numbers.”
Contact us to speak with an Argent Wealth Management financial advisor. We are here to help design a financial plan tailored to your needs.