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Portfolio Management and Ongoing Monitoring

Once your plan is in place, it's important to monitor your progress on an ongoing basis. We update your account values nightly and make this information available on a personal landing page on your private website. After we have defined your goals we examine your risk profile. After analyzing all of your financial assets, we will make sure it is appropriately balanced and has the appropriate asset allocation for you.  If the investments are not suitable, we will discuss potential changes with you. We select investments that are the lowest in fee possible and select the appropriate money manager for you. If your investments are in after tax accounts such as trust accounts, retail accounts or non-qualified accounts we'll select investments suitable for your tax strategy. We will continue to monitor your accounts regularly and have personal reviews with you. All of your financial information is secure and protected.

Neither FSC Securities Corporation nor its representatives provide tax or legal advice. Please consult with your tax or legal professional.

Current Market Conditions

Your plan is never static and always reflects current market conditions – relieving you of organizational burden and allowing you to focus on what matters most in your life. Armed with this holistic view, we always strive to make the most appropriate portfolio management decisions for you and your investment strategy which reflects your unique situation.

At Advance Financial Lighthouse, we stand ready to serve you should life throw you a curveball. In addition to our goal of making your life easier on a daily basis, our process is particularly important in times of a crisis. We know where you are, what you have and your contingency plan. That's what real planning is all about.

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