The Stefano Francescut Team - Tailoring our Services to Your Needs

By: The Stefano Francescut Team  09-12-2011

As part of our overriding goal to help you live your dream, IPC has developed a set of services for specific groups of people who share similar needs and financial goals. Building on this framework, we then tailor each service to the individual situation of each client.

Learn more about the special set of services we provide:


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09-12-2011

The Stefano Francescut Team - What we Do

It identifies the overall mix of investments that will enable you to stick with your strategy through market ups and downs so you can achieve investment success. It’s a comprehensive approach to financial planning that examines all aspects of your finances and provides a roadmap to achieve your stated objectives.


09-12-2011

The Stefano Francescut Team - Discovery

In order to make our time together most effective, kindly bring the following documents with you to help us complete your PersonalWealth Management Strategy. Powers of Attorney and Personal Directives (copies can be made available at a later date for review. A copy of your latest tax return and tax assessments. Copy of your most recently updated Financial Plan. Copy of your Investment Policy Statement. Company pension manuals and statements.