What to Expect

DISCOVERY

  • Become acquainted

  • Determine objectives

  • Discuss risk​

 

OUTCOME

  • Personalized Investment Policy Statement

  • Contract

ENGAGEMENT

  • Open accounts

  • Facilitate transfers

  • Begin investment process


 

OUTCOME

  • Construction of customized investment portfolio

IMPLEMENTATION

  • Collect fact-finder information

  • Collaborate with other professional advisors​

 

 

 

OUTCOME

  • Financial plan with statement of net worth, estate diagram, and cash flow modeling and recommendations​

  • Custom-designed portfolio reflecting long-term objectives

FEEDBACK/NEW DISCOVERY

  • Regular monitoring of portfolio to reflect market dynamics

  • Updated financial plan to reflect changes in lifestyle and goals

  • Tailored communications—emails, meetings, and phone calls

  • Continual education on the capital markets

OUTCOME

  • Greater financial understanding and peace of mind

P 800.488.2036   |    F 877.321.8126
7840 Moorsbridge Road, Portage, Michigan 49024

999 Vanderbilt Beach Road, Suite 200, Naples, Florida 34108

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LVM Capital Management is a fee-only wealth management firm

As a Registered Investment Advisor (RIA), LVM adheres to the Fiduciary Oath, placing clients' interests first.