Our Commitment
CHARTING YOUR COURSE
Embarking on your financial journey is much like setting out on an adventure. At the helm of this voyage is your trusted financial advisor, your personal navigator in the sea of investments, savings, and wealth planning.
Your financial advisor doesn’t just chart a course, they craft a comprehensive financial road map tailored to your aspirations and challenges, marking the routes and potential pitfalls, all while meticulously plotting your path forward.
At Vindicta Investment Advisors, we won’t just hand you the map and send you on your way – we’ll journey with you, ready to adapt to the unforeseen twists and turns life throws your way.
WHAT CAN YOU EXPECT
Introductory Meeting
If you are thinking of hiring a financial advisory firm, we encourage you to reach out and schedule a no obligation, free consultation. Our President and CEO, Andrew Faderewski, CFA, will happily schedule a time to meet with you, in-person or virtually, to discuss your current financial health and your goals for the future. This is great time for you to learn more about Vindicta Investment Advisors and our services.
Client Assessment
Once you have decided to partner with Vindicta, you’ll meet with your personal financial advisor who will conduct a deep dive into your financial position. Together you’ll discuss the following:
- Review your current portfolio to determine if it aligns with your financial objectives
- Outline your time horizon to meet short- and long-term goals
- Discuss your risk tolerance
- Consider tax implications
- Discuss your current insurance plan to determine if you have enough coverage
- Review end of life planning and beneficiary designations
Your Financial Road Map
Your Vindicta advisor will create a comprehensive financial road map for you. This visual tool serves as a long-term plan for your financial future, highlighting key milestones and strategies to achieve them. It’s a guide for you and your advisor to navigate your financial journey together.
Customized Portfolio Development
Your financial advisor will build you a customized, tax-conscious portfolio comprised of individual securities, ETFs, and mutual funds tailored to meet your needs. Once your portfolio is created, your financial advisor will meet with you to review the recommendations in detail.
Stay on Course
To ensure both you and your advisor stay aligned with your financial road map, regular check-ins are essential. During these meetings, you’ll review your current financial picture, address any questions or concerns, discuss recent life changes, and evaluate your investment portfolio’s performance.
While daily communication with your financial advisor might not be necessary, you can rest assured your advisor is regularly monitoring and adjusting your investment portfolio to keep it in line with current market conditions.