Changing financial seasons will require investors to alter their approaches in the coming months and years. Are you and your financial advisor informed enough to tackle the issues raised here?
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Godsell & Hughes Financial, Inc. is a fee-only, independent investment advisor based in Milwaukee, Wisconsin. Fee-only means that our only source of revenue is fees paid by our investors, and we do not have conflicts of interest or limitations on the investment solutions we can recommend.
As professional fee-only financial advisors, we aim to:Thoroughly understand our client’s personal financial goals (e.g. retirement at age 60, buy a second family home, donate large sums of income to charity, save money for college, leave an inheritance for children).
Gauge and advise on the appropriate level of portfolio risk management.
Understand our client’s tax situation and seek to minimize their portfolio tax liability.
Monitor and control portfolio expenses.
Closely track the financial markets and research the most attractive investment opportunities to benefit our client’s portfolio.
Thoroughly understand the available universe of investment vehicles (e.g. mutual fund, stock, ETF, partnerships, separate accounts).
Create and maintain comprehensive portfolio strategies using the appropriate investment vehicles for each client situation and wealth level.
Communicate regularly so our clients understand how their portfolio is invested, how it has performed and what to expect in the future.
Utilize our experience (CFP, CPA, and CFA) for recommending smart investment strategies that help our clients grow financially, as well as in life.
Through a monthly newsletter, relay important financial advisor practices and concepts that translate into smarter investing.