Strategic Financial Planning Services in Frisco, TX
Everyone deserves the opportunity to work with a financial planner or advisor in a way that helps them achieve their goals and dreams. Therefore, you are not required to have an account minimum or certain income level—the amount you have to invest is not important. Instead, what you desire to accomplish in life is the starting point, and Mowery Capital Management act as your guide, steering you along the way.
What We Do
- First, we manage risk as you have defined it,
- Then, we buy quality,
- And only then, do we provide a reasonable return.
First, we meet and discuss your goals and attitudes toward investing. In this meeting, we will learn about your individual circumstances and personal needs. We will have the opportunity to tell you about Mowery Capital and answer any of your questions. Then……..
After determining if we are a proper fit, we will sign a client agreement and gather all the necessary documents that are needed to enable us to provide the financial planning advice that best fits you.
We then begin the transfer process to gather all your investments so we can efficiently manage them. After the accounts have been set up and transfers are complete, we start to implement the strategy that you have an understanding of and agree to.
Mowery Capital Management believes that the purpose of your investment portfolio is to fund current and/or future objectives. The design of the portfolio must take into account your financial objectives, tolerance for risk, needs for current income or liquidity, and special considerations such as income and estate taxes.
The important thing to remember is that no one can predict the future. It is often a difference of opinion that makes a market. Investment and economic ”experts” provided with the same information often come to different conclusions. We do not suggest that we can make the correct decision every time. We believe the appropriate allocation of investment assets for your goals and risk tolerance is the most important component in developing an investment portfolio. It is also our belief and it has been our experience that having a diversified, well-balanced portfolio and having patience will increase the likelihood that you will achieve your long-term financial objectives.