Are You Tired of Waiting? Consider Working with Us to Build Wealth and Secure YOUR Future!
The peace of mind that financial independence cannot be understated. Work with us to build your confidence as an investor and strive to build wealth not just for yourself, but for generations to come.
At Strongside we build a long term investment and wealth management plans based upon our clients’ goals, objectives, and unique circumstances. We act solely in the best interest of our clients.
Our core competence is building and managing custom portfolios using individual securities, all based on the client’s specific income and growth objectives, risk tolerance and tax considerations.
7 Step Financial Planning Process
1) Free Consultation
We offer a complimentary video call so we can learn as much about you and your family. This process is all about showcasing examples of our planning & investment management services. At the end of the call, we hope to align expectations and move on a path forward to getting you that piece of mind that you and your family deserve.
2) Scope of Work/Agreement
We create and review scope of work and send engagement documentation that outlines the specific pain points and areas you need addressed in your financial picture. The documentation will spell out needs, our responsibilities as well as yours, and the transparent compensation arrangement.
3) Data Collection
Before we develop a comprehensive plan, we have to understand where you and your family are financially. Here is an example of our data gathering checklist that will give you an idea what the type of information we will be asking for.
4) Review Process
We will review your summarized financial information and validate personal and family financial objectives. This is the point in the process where we will validate assumptions and generate scenarios specific to your expectations and goals.
5) Plan Development
This is where Strongside analyzes the information gathered and develops strategies that are well alighted with your objectives. Strongside prides itself in translating the analysis into a narrative and actionable plan that is easy to understand and implement.
6) Presentation of Plan
The entirety of our financial analysis, recommendations, and actionable plan is presented to you during the last video call. If you are not pleased with a certain piece of the plan, we e the ability to refine and redeliver.
7) Implementation of Plan
This process usually takes around 3 months and at the conclusion of this plan development, you will have the ability to ask questions in order to have clarity. At this point, it is up to you in deciding whether you want to implement this plan on yourself or choose to come on as a full client at Strongside Asset Management.
Services We Provide
The information on this website is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Strongside Asset Management LLC (referred to as “Strongside”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. Strongside does not warrant that the information will be free of error. None of the information or resources on this website are intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Strongside be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Strongside or a Strongside authorized representative has been advised of the possibility of such damages. In no event shall Strongside Asset Management, LLC have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.