PHILOSOPHY:  Consistency, Integrity, Trust

In the investment world, change is constant.  To provide balance in this ever-changing world, I focus on consistency - both in how I work with my clients, and in what I expect from my clients’ financial plans and portfolios. 

 Using a disciplined approach, I help clients develop, implement, and maintain an integrated wealth management plan. It is critical to understand and evaluate your individual goals and objectives in order to properly service you. 

 An investment plan contains two equally important components: risk and return.  I define success as achieving my clients’ goals and objectives within the framework of identified time periods and risk parameters.

WEALTH MANAGEMENT SERVICE
The Wealth Management approach helps you grow, protect and transfer your wealth over the long-term:

§     Retirement Planning

§     Asset Allocation: Evaluate, Identify and Implement the appropriate mix of investments to ensure performance optimization and long term risk management.

§   Estate Planning: Utilize our internal estate planning experts to evaluate your estate planning needs and identify sound strategies.

§     Tax Planning:  Identify tax advantage investment strategies and monitor the investments for tax efficiency.

§     Small Business Planning: Identify the appropriate company-sponsored retirement plan for your business based on your specific objectives. 

§     Education Funding: Evaluate your options and create a strategy tailored to your goals. 

§     Insurance Planning: Help protect you with wealth transfer and long-term care.

§     401k Review:  Review your current options and asset allocation.

§     Charitable Planning: Support your causes in the most tax-effective manner.

§     Global Private Banking:   Premier lines of credit using LIBOR-based rates and Commercial Lending

NEXT STEP
Feel free to contact me to schedule an informational appointment at (952) 838-7006 or (800) 888-3246, or email:  jeffrey.thielen@rbc.com.