InTrust Advisors Announces New Purpose Driven Wealth Process

  • SumoMe

Managing Director, Jeff Diercks, announced today that InTrust Advisors would implement a new Purpose Driven Wealth Process for existing clients.

According to Mr. Diercks, “over the past few years, the volatility of the stock market has illustrated the importance of a more comprehensive approach to managing wealth. We began this evolution last year with our 5-step Wealth Planning Process for all new clients. Our strong desire to continue to improve our services for existing clients prompted us to re-evaluate and enhance our ongoing business processes to better serve our client needs in the years to come.”

Purpose Driven Wealth Process

With that in mind, InTrust Advisors introduced a new Purpose Driven Process focused on the four quarters of the year. For each quarter, InTrust Advisors will address one of the following themes with its clients:

  • Asset Management – a review of client wealth objectives and re-evaluation of investment allocations and strategies relative to the client’s goals.
  • Liability Management – a review of client liabilities and available options to consolidate and reduce debt.
  • Wealth Protection – an evaluation of the steps clients are taking to protect their estate from unforeseen events.
  • Legacy Planning – a review of strategies designed to assist them in the transfer of wealth, family philanthropy and/or stewardship.

According to Mr. Diercks, “we intend to send clients a brief letter each quarter with three questions to ponder in anticipation of a regular client conversation. These questions are to stimulate a client’s thinking and help us work together to continue to move them towards their financial goals.”

Mr. Diercks went on to say “this process should help prevent procrastination, create a disciplined approach to investing and it will allow our clients to rest easier knowing every aspect of your financial life should be covered and addressed.”

For more information on InTrust Advisors or our process, please visit our website at www.intrustadvisors.com or call us at 813-253-2388.

About The Author Jeff Diercks

Jeff Diercks has written 242 post in this blog.

Mr. Diercks is the Founder and Managing Director of InTrust Advisors.

Related Posts Plugin for WordPress, Blogger...

Tags: ,

InTrust Rolls Out ModestSpark

InTrust Advisors announced that they have rolled out the ModestSpark portfolio monitoring, performance and communication platform to its clients.

MORE

Staying Patient When Investment Returns Are Flat or Even Negative

One of the challenges of investors today is staying patient when investment returns are flat or even negative.  Obviously, no one likes flat or negative returns, but they are part of the game. In a perfect world, returns would always be up and returns would be highly stable. As I like to joke, “I can’t […]

MORE

3 Ways to Manage Longevity Risk

Longevity risk is the new number one risk for Americans as they head towards retirement. It’s not that living longer is the problem, it’s funding a longer time in retirement that is the problem. Find out three ways to help mitigate this risk of living longer.

MORE

Living Longer: How Could This Be A Problem?

How could living longer possibly be a problem? The fact of the matter is that it could put a real strain on your retirement plans. Find out how in this post on the risk of longevity.

MORE

Five Ways To Diversify Your Investment Risk

Prudent investors know how to manage risk. Here are five ways you can manage risk in your portfolio and sleep better in the process.

MORE

InTrust Advisors, Inc. ♦ Tampa, Florida ♦ Phone: 813-253-2388

© 2012, InTrust Advisors