Our Process: Develop, Implement and Monitor

Develop:

We help you explore your lifetime financial goals. It's often difficult for an individual or a couple to have a clear picture of things such as retirement income needs or passing of funds to heirs. Our process helps you identify your goals and needs. These may include: Income planning; succession planning; thoughts of investment risks and objectives; needs of successors and heirs; tax planning; special family needs; business succession or sale; charitable giving; etc.

Once your goals are clear we can then chart the course for your success

Implement:

Investment offerings

We have the universe available to you. With a commitment to effectiveness and efficiency, we use our cutting edge research and screening tools to bring only the best and appropriate investment solutions to you. Only the best will do.

Legal Documents, Tax Planning and Preparation, Risk Management

We work with your existing advisors and other professionals to ensure appropriateness and efficiency in all areas of your plan.

However, if you need help in these areas and don't have someone you trust, then we can help. We have committed relationships with the best attorneys, accountants, insurance providers and other professionals in the region. We demand only the best for our clients.  These are folks who we can trust to deliver the level of service and expertise our clients need and deserve.  Outside advisors, providers and other professionals have no affiliation with MJ Byelich & Associates Financial Services, or LPL Financial.

Monitor:

We then monitor your plan and all components within it. Our three key issues are: Efficiency, Effectiveness, and Appropriateness. Are your investments still true to your objectives? Are all components performing as expected? What are the interrelations among the investment components? Have your goals changed? What are the changes and affects of markets, the economic and political landscapes? Etc.

We will pre-schedule periodic appointments to ensure accountability and mutual understanding of your goals and the process. However, you can access your investments and all components of your plan 24 hours a day using our industry leading WealthVision tool.