Samson Wealth Management Group believes a sound investment plan provides the foundation for achieving your financial goals. Our team uses a consistent and tested process to help you map out strategies in an effort to create and grow your wealth:
1. Personal Interview. We will meet with you and others you deem appropriate to obtain the background data needed to develop your investment plan. We will explore your investment time frame, risk tolerance, and goals, and devise a customized plan based on your entire financial picture.
2. Presentation of Your Investment Plan. Your investment plan will address both short and long-term financial goals developed during the personal interview. In addition, we will discuss fees and answer any questions or concerns you may have. The investment plan will provide the path to help you reach your financial goals.
3. Executing the Plan. Using our knowledge and experience, we will implement the appropriate investment strategies to help meet your investment goals. The foundation for your financial future will then be in place.
4. Meeting to review the Portfolio. Once the investment plan has been implemented, meeting is essential. For this reason, we encourage face-to-face portfolio reviews. Statements will also be provided to update you regarding your investment progress. In addition, daily online access to account information is available.
Important notice: You are leaving the Wells Fargo website
PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.