Find a Location

Financial Planning

Let our Wealth Management Professionals set you on the right path with Comprehensive Financial Planning services. Our Plan utilizes a thorough process to ensure personalization and integrity.

Step 1 - Analyze Current Position

1. Conduct interview and analysis of current investments.
2. Review investment objectives.
3. Evaluate risk tolerance.
4. Establish a strategy that balances objectives with risk tolerance and time.

1. Propose optimal asset allocation strategies.
2. Address strategic (long term) and tactical (short term) strategies against the backdrop of capital markets.
3. Advise on investment alternatives and modern portfolio concepts.

1. Prepare a written statement that includes objectives and guidelines for achieving financial goals.

1. Make investments according to designed portfolio and investment plan.
2. Employ technical analysis to obtain most favorable entry points to each position in the portfolio.
3. Utilize optimal trading platform to execute trades.

1. Provide ongoing supervision of investments.
2. Prepare a detailed periodic appraisal of holdings, portfolio transactions and performance.
3. Rebalance portfolio to maintain consistency with objectives.
4. Evaluate objectives throughout your financial lifecycle.

For more information about Fremont Bank's Wealth Management's Financial Planning services:

Contact us at: (800) 400-7067

Trust and Investment Management Services offered through Fremont Bank.

Not FDIC Insured Not Bank Guaranteed May Lose Value

Not Guaranteed by any Government Agency Not a Bank Deposit