Investment Services
The Blueprint
We understand that effective financial planning is not just about accumulating wealth; it’s about crafting a blueprint that seeks to secure your future, fulfill your dreams, and preserve your legacy. We don’t offer one-size-fits-all solutions; instead, we meticulously design and implement* custom solutions tailored specifically to your unique needs and aspirations.
Our recommendations are founded on a thorough analysis that integrates these essential elements:
Asset Allocation**
We carefully allocate your assets across diverse investment avenues to help optimize returns and manage risks.
Diversification**
We spread your investments across a range of assets, sectors, and regions, to help mitigate risks associated with any single investment.
Fees and Expenses
We take investment fees and expenses into consideration when designing your investment strategy.
Tax Efficiency Analysis
We analyze the tax implications of your investments, with an eye toward both tax minimization and tax optimization.
Time Horizon
We align your investments with your time horizon, taking into consideration your desired timeframe for your financial objectives.
Income Planning
We craft a comprehensive income plan designed to meet your income needs in retirement.
*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
**Asset allocation does not guarantee a profit or protect against loss in declining markets. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio or that diversification among asset classes will reduce risk.
Doug and Patsy K. are current clients of Victor Dupuis and Ross Edmonds. Doug and Patsy K. were not compensated for this testimonial. This testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.
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Victor E. Dupuis is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, member SIPC (www.SIPC.org). Supervisory Office: 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17050, 717-791-3300. Willow House Advisors is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies.
C. Ross Edmonds is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, member SIPC (www.SIPC.org). Supervisory Office: 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17050, 717-791-3300. Willow House Advisors is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies.
