{"id":441,"date":"2021-03-17T15:06:37","date_gmt":"2021-03-17T15:06:37","guid":{"rendered":"http:\/\/gpswp.com\/kevinsynergyfg-2021\/?page_id=441"},"modified":"2021-04-06T15:39:13","modified_gmt":"2021-04-06T15:39:13","slug":"wealth-management","status":"publish","type":"page","link":"https:\/\/gpswp.com\/kevinsynergyfg-2021\/wealth-management\/","title":{"rendered":"Wealth Management &#8211; A Process Tailored to You &#8211;"},"content":{"rendered":"\n<div class=\"col-sm-8\" style=\"padding-top: 15px;\">\n\n<h2>BEATING THE STOCK MARKET IS NOT A STRATEGY<\/h2>\n<ul>\n<li>A reliable and sound investment strategy is preceded by&nbsp;<b>a robust analysis of your situation.<\/b><\/li>\n<li>The first step in our asset management process is to&nbsp;identify your specific goals, needs and constraints. I evaluate each individual and their circumstances, taking a snapshot of where you are today, you where you want to be, your investment time horizon, and preference for risk.<\/li>\n<li>The recommendation step for your portfolio will ensure that all parts of your financial picture are working together, coordinating, and complementing your income strategy, risk preference with your values.<\/li>\n<\/ul>\n<hr>\n<br>\n<h3>ASSET ALLOCATION<\/h3>\n<ul>\n<li>Asset allocation may be the single most important factor determining your long-term return. For that reason, we spend a lot of time discussing potential ranges of return and your comfort level. From there we construct an allocation best for you.<\/li>\n<\/ul>\n<br>\n<h3>TAX EFFICIENCY<\/h3>\n<ul>\n<li>Taxes are an important element of wealth management whether you are saving for retirement or enjoying retirement. There are several strategies to help you maximize your after-tax return.<\/li>\n<\/ul>\n<br>\n<h3>INVESTMENT SOLUTIONS<\/h3>\n<ul>\n<li>We work together in a collaborative sense to develop the right investment strategy for you \u2013 based on your goals, values, constraints and comfort level.<\/li>\n<\/ul>\n<br>\n<h3><b>COST<\/b><\/h3>\n<ul>\n<li>Investment management advisory fee ranges from 0.80% \u2013 1.75% depending on the size, customization and complexity of the portfolio. Included in this fee is a written Retirement Income Plan and ongoing account and plan servicing.<\/li>\n<\/ul>\n<br>\n<br>\n<!-- ScheduleOnce button START -->\n<center>\n<button id=\"SOIBTN_MeetingwithKevin\" style=\"background: #f6941e; color: #ffffff; padding: 8px 14px; text-transform: uppercase; border-radius:4px; border: 2px solid #c97a1a; font: bold 18px Arial; cursor: pointer;\" data-height=\"580\" data-psz=\"00\" data-so-page=\"MeetingwithKevin\" data-delay=\"1\">Schedule A 15 &#8211; Minute Call<\/button>\n\n<script type=\"text\/javascript\" src=\"https:\/\/cdn.oncehub.com\/mergedjs\/so.js\"><\/script>\n<\/center>\n<!-- ScheduleOnce button END -->\n\n\n<\/div>\n\n\n\n<div class=\"col-sm-4\" style=\"background-color:#013f7e; color:#fff; padding-top: 15px; font-weight: 600;\">\n<h3>INVESTMENT PHILOSOPHY<\/h3>\n<ul>\n<li>We are investors, not speculators. In light of that, we focus on long-term fundamentals; short-term market movements and news are for speculators, not investors.<\/li>\n<li>Investment performance over the short term is heavily influenced by randomness and chance. True performance can only be judged correctly over an entire market cycle.<\/li>\n<li>Remain disciplined to the plan. Real investor skill is demonstrated through discipline and patience.<\/li>\n<\/ul>\n<br>\n<br>\n<\/div>\n\n\n\n<div class=\"col-sm-4\">\n<br>\n<br>\n<img src=\"http:\/\/gpswp.com\/kevinsynergyfg-2021\/wp-content\/uploads\/sites\/778\/2021\/03\/Picture-pen.png\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>BEATING THE STOCK MARKET IS NOT A STRATEGY A reliable and sound investment strategy is preceded by&nbsp;a robust analysis of your situation. The first step in our asset management process is to&nbsp;identify your specific goals, needs and constraints. I evaluate each individual and their circumstances, taking a snapshot of where you are today, you where [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":483,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-fullwidth.php","meta":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Wealth Management - A Process Tailored to You - Kevin Synergy Financial Group<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Wealth Management - A Process Tailored to You - Kevin Synergy Financial Group\" \/>\n<meta property=\"og:description\" content=\"BEATING THE STOCK MARKET IS NOT A STRATEGY A reliable and sound investment strategy is preceded by&nbsp;a robust analysis of your situation. 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