We firmly believe that the proper foundation for investment management begins with comprehensive financial analysis. We then develop a flexible and realistic strategy that involves gathering relevant financial information, defining objectives, needs and fears, establishing risk tolerance, time horizon, and evaluating current situations as well as market conditions, to help each client reach his or her desired results. This can be as grand as working towards lifetime goals, retirement or a change of situation, or as basic as needing tax sensitivity, investing for the future or organizing income sources.

With a complete respect for where each client has come from, and any tax implications involved, our investment management team develops and monitors custom investment strategies for our clients. No two portfolios are exactly the same. As an independent firm, we retain the freedom to select from an array of investment products we feel are appropriate, including the ability to incorporate, if suitable, what each client brings to the table. With this flexibility in mind, we are able to offer access to many different investments including, but not limited to, stocks, bonds, mutual funds, managed accounts, real estate investment trusts, insurances, and other tax advantage investments. Investment fees and commissions are disclosed ahead of implementing any investment strategy. By limiting our new account size to $2.5 million, we can continue to provide each client with the personal attention and excess service they deserve.

Our consolidated reporting simplifies the portfolio analysis process by creating a view of your multitude of accounts at one click of a button. Clients that like to stay informed between annual reviews and conference calls can log on to our website at MegGreen.com and see all of their accounts in detail. For those who are more interested in the bottom line, they can check out the consolidated view.

Some clients prefer to begin their step into Wealth Management with a written comprehensive financial plan. The team at Meg Green & Associates can develop a custom-tailored financial plan, which includes in-depth analysis and detailed recommendations in the following areas:

The fee for a written financial plan will be discussed prior to the first consultation and are based upon the complexity of the issues involved. Although there are no obligations to do so, many financial planning clients choose to implement our investment and insurance recommendations here at Meg Green & Associates.

We believe all of Meg Green & Associates’ wealth management clients benefit from the extensive knowledge of our financial planning team. We pride ourselves on being highly alert to the many nuances and changes found within the financial markets, estate and tax codes. This allows us to provide each client with the confidence of knowing we’re working by their side to help them through the many peaks and valleys inherent in life, whether in portfolio adjustment or circumstances.

We encourage you to call to find out how to establish the best method for you to begin your wealth management process. Knowing that each potential client has a multitude of differing needs, our team stands ready to help with a professional solution to them all.

Securities and investment advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPCand a registered investment advisor. Additional investment advisory services offered through Meg Green & Associates, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc.

Investors should note that there are risks inherent in all investments. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

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