Often times, the term “financial advisor” is thrown around too loosely. At McKay DeRito & Co., LLC, we take a true advisory approach and work with our clients on a deeper level. We believe that the client-advisor relationship is of utmost importance and we always provide customization, transparency, and flexibility in our plans. This helps us bring your future into focus and present a clear picture of your desires.
In order to offer this unique process, we rely on HD Vest’s VestVision, an eight-step process to help you identify your priorities, develop investment plans accordingly, and pursue the things that matter most to you. This process includes:
- Defining major life goals
- Determining realistic and acceptable goals
- Prioritizing those goals
- Stress-testing your goals
- Making recommendations
- Implementing allocation
- Monitoring your progress
- Adding new goals or reprioritizing
It’s not just what we do, it’s how we do it. We believe that the client is at the center of every investment strategy and that their plan should directly reflect their vision for the future. Contact us today to get started on your customized plan.