How We Can Help
Asti Financial Management works with all investors providing quality financial and investment advice – from those just starting out to do-it-yourselfers to those investors with significant assets in their portfolios.
We realize that each individual’s financial situation is unique. While someone just starting out may need a detailed, long-term plan of action, another investor, who is already on the road to achieving their goals, may need a new strategy, professional insight, fine-tuning or a second opinion of an existing plan. We custom tailor our services to meet each individual’s needs.
Individual financial goals can be short-, intermediate-, or long-term. Reducing current income tax liabilities, for example, is a short-term goal, while funding a child’s education an intermediate one, and enjoying a secure financial retirement a long-term goal.
We approach financial planning with our clients as a long-term relationship. It begins with our getting to know each other in order to make sure there is a ‘fit’. In order for any financial planning to be successful, there has to be a synergy and trust. We understand that a person’s finances are one of the most personal aspects of their lives and needs to be treated as such.
The first step in our financial planning process is to get to know you – to truly understand not only your personal financial style, but also your goals and dreams. We then develop a solid plan with action steps tailored to your unique financial situation. We believe that it is important to present all relevant financial alternatives in order to develop a plan that will achieve your goals and be consistent with your personal financial philosophy. Our goal is to help you arrange your financial affairs in the most efficient and effective way and, most importantly, provide you with peace of mind.