We begin our process with an introductory call where we want to hear what is most on your mind and what prompted you to contact us today. If we both agree there is potential for us to work together, we will schedule a deeper dive.
Do a Good Turn Daily
Our team members are hard workers, and we take our responsibility to our clients seriously. We are always looking out for them and working to provide better service and support continually. One of the reasons we founded Tenured Advisors is to exceed client service expectations. Additionally, as fiduciaries, we uphold a duty to put client interests ahead of our own and are legally and ethically bound to act in the best interest of others.
Do a Good Turn Daily
Our team members are hard workers, and we take our responsibility to our clients seriously. We are always looking out for them and working to provide better service and support continually. One of the reasons we founded Tenured Advisors is to exceed client service expectations. Additionally, as fiduciaries, we uphold a duty to put client interests ahead of our own and are legally and ethically bound to act in the best interest of others.
Services
Tenured Advisors offers comprehensive financial services. Our team of experienced professionals will help you create a well-thought-out strategy to help you address your financial needs and concerns.
Financial Planning
- Family Dynamics
- Determine Core Values
- Organizing Financial Picture
- Prioritize Goals
- Analysis & Recommendations
- Education Planning
Retirement Strategies
- Social Security Optimization
- Sustainable withdrawal strategies
- Required distribution management
- Roth conversion planning
- Tax sensitive income coordination
Trust & Estate Planning
- Estate planning oversight
- Beneficiary Management
- Next Generation Partnership
- Family Gifting Planning
- Charitable Gifting Maximization
Investment Management
- Investment Due Diligence
- Investment Selection and Trading
- Systematic Rebalancing
- Tax managed portfolio management
Risk Management
- Long term care planning
- Life Insurance analysis
- Emergency funding
Portfolio Management
- Risk analysis
- Tax coordinated asset location
- Appropriate Asset allocation
- Portfolio Oversight
Services
Tenured Advisors offers comprehensive financial services. Our team of experienced professionals will help you create a well-thought-out strategy to help you address your financial needs and concerns.
Financial Planning
- Family Dynamics
- Determine Core Values
- Organizing Financial Picture
- Prioritize Goals
- Analysis & Recommendations
- Education Planning
Retirement Strategies
- Social Security Optimization
- Sustainable withdrawal strategies
- Required distribution management
- Roth conversion planning
- Tax sensitive income coordination
Trust & Estate Planning
- Estate planning oversight
- Beneficiary Management
- Next Generation Partnership
- Family Gifting Planning
- Charitable Gifting Maximization
Investment Management
- Investment Due Diligence
- Investment Selection and Trading
- Systematic Rebalancing
- Tax managed portfolio management
Risk Management
- Long term care planning
- Life Insurance analysis
- Emergency funding
Portfolio Management
- Risk analysis
- Tax coordinated asset location
- Appropriate Asset allocation
- Portfolio Oversight
Our Onboarding Process
Step 2: INTRODUCTORY MEETING
This meeting addresses three goals:
- First, we learn about you (and your family), your financial experience, and your goals and concerns in as much detail as you are willing to provide. Our discussion gives us a good sense of your financial picture and helps determine whether we feel we are the right fit for each other.
- Next, we will discuss how we work with clients throughout the year and within our meeting process. At the end of the introductory meeting, we will provide specifics about how we would be compensated in your situation.
- Finally, we schedule a follow-up call at which time you can ask questions and determine whether you want to engage Tenured Advisors as your financial planning firm. You will not pay us prior to this step.
Step 3: ANALYSIS & RECOMMENDATION
- Analyze clients current situation
- Make recommendations on optimizing client’s financial situation
Step 4: IMPLEMENTATION & ONBOARDING
- Implement recommended advice
- Educate client on website navigation, statement reading
Step 5: SPRING & FALL REVIEW MEETINGS
In addition to informal communication with our clients throughout the year, it is important to us to schedule time to provide structured feedback. Prior to each review meeting, we gather your data and prepare our agenda based first on what is on your mind to address, complemented by what we feel is most important. Our meeting will focus on a wide range of topics, and we will send a summary, including actions steps, follow-up items, and details of how we will assist you, as necessary.
Our Onboarding Process
Step 1: INITIAL CALL
We begin our process with an introductory call where we want to hear what is most on your mind and what prompted you to contact us today. If we both agree there is potential for us to work together, we will schedule a deeper dive.
Step 2: INTRODUCTORY MEETING
This meeting addresses three goals:
- First, we learn about you (and your family), your financial experience, and your goals and concerns in as much detail as you are willing to provide. Our discussion gives us a good sense of your financial picture and helps determine whether we feel we are the right fit for each other.
- Next, we will discuss how we work with clients throughout the year and within our meeting process. At the end of the introductory meeting, we will provide specifics about how we would be compensated in your situation.
- Finally, we schedule a follow-up call at which time you can ask questions and determine whether you want to engage Tenured Advisors as your financial planning firm. You will not pay us prior to this step.
Step 3: ANALYSIS & RECOMMENDATION
- Analyze clients current situation
- Make recommendations on optimizing client’s financial situation
Step 4: IMPLEMENTATION & ONBOARDING
- Implement recommended advice
- Educate client on website navigation, statement reading
Step 5: SPRING & FALL REVIEW MEETINGS
In addition to informal communication with our clients throughout the year, it is important to us to schedule time to provide structured feedback. Prior to each review meeting, we gather your data and prepare our agenda based first on what is on your mind to address, complemented by what we feel is most important. Our meeting will focus on a wide range of topics, and we will send a summary, including actions steps, follow-up items, and details of how we will assist you, as necessary.
