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Building a path is not a product of happenstance. Rather it is the result of understanding, planning, and expert implementation. Cobblestone Wealth Advisors are here to guide you through each step along your path to confidence. Starting with a discussion about your current plan, your areas of concern, and your goals, we can begin to sketch out an idea for and create a plan to build your path.
We believe in working side-by-side with you, beginning with a pension review or benchmark report to review investment performance, fees, and your expense ratios. Through this approach, we can help you meet your personal retirement goals and provide a desirable value-added benefit for your employees while meeting your fiduciary obligations. Nothing is more rewarding for our advisors than seeing you move along the path from where you currently are to where you desire to be.
To accomplish this, our team will guide you through the following steps:
The first step of any journey is to have a vision – a vision that vividly describes a destination and then to chart a path that will get you from here to there. Rely on the experience of Cobblestone to uncover potential issues facing you and your employees as well as identity opportunities to consider.
With your vision decided, Cobblestone examines your current plan in order to indicate areas, which may need improvement. we will aid in establishing proper portfolio diversification and help prepare an effective Investment Policy Statement.
Just as each stone in a cobblestone path is individually inspected, measured, sharpened, and placed, we help you follow each step of the journey that has been planned so that all areas of fiduciary duty are met. This is the process of building the path that leads to your vision.
Any path can fall into disrepair if it is not inspected and maintained from time to time. We conduct regular reviews to ensure the chosen path continues toward your vision and does not chart off course. Over time, adjustments will need to be made due to changes in investment performance, aging of the plan participants and government regulations. Cobblestone is there for every step, helping you keep you pension plan on the path of success.