Get the financial confidence that comes with being prepared for the future.
Financial confidence begins with an understanding of what is fundamentally important. This knowledge will guide MultiGen in developing a plan that is appropriate for you and your family. During this discovery process, you'll also be interviewing us and asking any questions that you may have on your mind.
- Client Binders: statements and reporting
- Financial Planning: aggregate financial view
- Weekly Updates: via email and optional methods
- Monthly Phone Call: performance check-ups
- Personal Reviews: based on client preferences
- Adjustments and Changes: based on fundamentals
- Cash & Short Term: income investments
- Fixed Income & Bonds: multiple classes and terms
- Equity & Stocks: diversified, global and dynamic*
- Alternative Investments
- Insurance & Annuity: as desired and appropriate
MultiGen works through LPL Financial to develop and deliver a comprehensive review and financial plan of your total financial life, as well as to make objective recommendations. Striving for excellence in all aspects of our business, it is an honor to be entrusted with our clients financial well-being.
*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. Investing involves risk, including possible loss of principal.