The Benassi Harbold Saxe Group is a wealth management team dedicated to providing select families with a road map to reach their financial destinations. Just as your car’s GPS plots a course for a trip, we provide that for client’s financial picture; whatever it may be, retirement planning strategies, retirement income planning strategies, education planning strategies, charitable giving or passing on assets. We utilize all of the client’s relevant data to craft a strategy in order to help them across the financial finish line. Along the way we quantify our client’s progress and results, then assign a probability of success using the state of the art tool, Wealth Outlook from Merrill.
The clientele of The Benassi Harbold Saxe Group have service needs that are often beyond routine. With Joy Brisson directing all of the operational daily service needs, Will, Melissa and Avery devote their time to working with clients on their progress towards the financial finish line. Often this even includes assisting with less traditional, but extremely important issues such as home financing, lending advice, cash management and access to banking services though Bank of America, N.A.. We will also facilitate and coordinate the interaction between clients and other advisors, such as tax and estate attorneys, accountants, and insurance professionals.
We do however ask for is one thing in return. We request that whenever a client has a question related to anything financial, ranging from a major purchase, a financial calculation, or perhaps an insurance question; that they call us first. We want to be our client’s primary financial advisor.
The Benassi Harbold Saxe Group has clients in most every region of the US. We often travel to conduct client meetings. In addition to regularly scheduled reviews or as markets or clients’ situations change, we are accessible for impromptu phone or email conversations, or by appointment.
We follow a dynamic, structured five step process.
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Establishing Objectives: The first phase of a relationship with The Benassi Harbold Saxe Group always begins with an extensive discovery process. This is where we learn about a client's financial and personal situation, including desires, concerns, risk tolerance, tax situation, income needs, style and preferences. With this information we work together to establish a client's financial objectives and goals.
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Setting Strategy: After we have collaborated to establish a client's financial goals and objectives, we use Merrill Wealth Outlook, our financial GPS, to create the road map that will help clients assess their personal financial finish line.
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Implementing Recommendations: Once we have created the roadmap to the financial finish line, we, select the investment vehicles that will pilot the client along their route. Not only will we diversify assets among stocks, bonds and cash, but within stocks, bonds and cash and also across time.
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Review Progress: Once we have implemented a client's custom roadmap, we will insist on having regular meetings, whether determined by the calendar, market movement, or a change in a client's circumstances. At each meeting we will review progress and quantify a client's position along their path by using Merrill's Client Review Center and Wealth Outlook reports. During each meeting and call the team is highly trained at documenting any change in the client's situation, no matter how small, so that the financial GPS has the most accurate and up-to-date assumptions and data.
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CFP®, CPFA®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
