Raymond Gonzalez
San Antonio, TX (USA)
Role(s):
RBG Investment Inc. dba Brightscape Investment Centers of San Antonio
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Startup
Location:
San Antonio
Industry:
Investing
Year Founded:
2004
Number Employees:
INVALID
Description:
The focus of the Company will always be on the client. They will first help the client clearly define their goals and then will develop a financial program to put them on a glide path toward achieving their goals. Developing the financial plan for the client usually will involve the following steps:
? Assessing their goals
? Assessing their investment risk
? Assessing the adequacy of their insurance
? Evaluating their current portfolio in light of their goals
? Designing an alternative portfolio
? Documenting guidelines through which their account will be managed via an investment plan and policy statement
? Following up with the client at least once or twice a month with an update on the progress toward achieving their goals.