Throughout life, events such as getting married, the birth of children, a promotion at work, divorce and retirement all present opportunities to take stock and reassess your finances.
Some of the questions that are raised in such times include:
- Am I still investing in the right areas?
- How does this event change my financial outlook?
- Am I still as equipped for what the future may now bring?
- Do I need to alter my estate planning?
- Can I still afford the retirement I have planned?
- Do I need to amend my will?
- Do I need to adjust my risk profile?
Especially during times of high emotion, it is not uncommon for views to become clouded by sentiment which can sometimes lead to hasty and poor decision making. At Yang, Odell and Kostner, we are here to ensure that the financial decisions you make are taken with a clear head and are in your best interests.
Bringing It All Together
We use an all-encompassing, planning-led method to investment management. We bring together all the information available to develop a plan that is created especially for you and incorporates the elements that affect your financial situation. From estate and education planning, taxes, risk management, portfolio management, retirement, wealth protection, and philanthropic giving – we consider them all.
You are unique, and so are your dreams and goals. We treat you as an individual, with different aspirations and priorities from the next person. The recognition of difference guides all that we do for you. Our services are all-encompassing and specifically tailored to your life and your aspirations. Whether you are about to be married, expecting a first child, grandchild or are close to retirement, we can guide you along the route that will lead to success.
At Yang, Odell and Kostner we understand that your investment decisions, both for the present and with a view to the future, should be as individual to you as your fingerprints. And we respect that.