rbc wealth management
TRANSCRIPT
Professional Wealth Professional Wealth ManagementManagement
What You Need to KnowWhat You Need to Know
RBC Wealth ManagementRBC Wealth Management
Professional Wealth ManagementProfessional Wealth Management
MyFinancial
Goals
ProtectingWealth
Managing Risk
TransferringWealth
Creating a Legacy
ConvertingWealth
To IncomeCreating an
Income Stream
AccumulatingWealth
Growing Assets
Your Objectives Come FirstYour Objectives Come First
At RBC Wealth Management, our first At RBC Wealth Management, our first priority is to help you achieve your priority is to help you achieve your financial objectives. Professional financial objectives. Professional wealth management is an approach wealth management is an approach designed to help you prioritize designed to help you prioritize financial objectives and identify financial objectives and identify strategies to accumulate, protect, strategies to accumulate, protect, convert and transfer your wealth.convert and transfer your wealth.
Your Objectives Come FirstYour Objectives Come First
At the center of Wealth Management are At the center of Wealth Management are your objectives that may include:your objectives that may include:• Determining Your Net WorthDetermining Your Net Worth• Analyzing Your Asset AllocationAnalyzing Your Asset Allocation• Planning for RetirementPlanning for Retirement• Funding an EducationFunding an Education• Maintaining or Enhancing Your LifestyleMaintaining or Enhancing Your Lifestyle• Preparing for a Major PurchasePreparing for a Major Purchase• Protecting Your Family or IncomeProtecting Your Family or Income• Creating a LegacyCreating a Legacy• Converting Wealth to IncomeConverting Wealth to Income
Wealth Management ApproachWealth Management Approach
Our Wealth Management approach Our Wealth Management approach integrates your objectives into a integrates your objectives into a personalized plan that can be personalized plan that can be updated as life changes occur. We updated as life changes occur. We combine sophisticated investment combine sophisticated investment planning tools with professional planning tools with professional resources to help match your resources to help match your objectives with customized solutions.objectives with customized solutions.
Our Process Includes . . .Our Process Includes . . .
Understanding Your Financial ObjectivesUnderstanding Your Financial Objectives• We begin by listening to understand you and We begin by listening to understand you and
your financial objectives.your financial objectives. Gathering Your Current Financial Gathering Your Current Financial
InformationInformation• Together, we gather specific information on Together, we gather specific information on
your financial pictures.your financial pictures. Developing Smart, Time-Tested StrategiesDeveloping Smart, Time-Tested Strategies
• Next, we analyze your financial and personal Next, we analyze your financial and personal information to match your objectives with information to match your objectives with sound strategies.sound strategies.
It Also Means . . .It Also Means . . .
Implementing Thoughtful and Implementing Thoughtful and Creative SolutionsCreative Solutions• We develop customized solutions We develop customized solutions
tailored to your objectives, drawing from tailored to your objectives, drawing from a wide selection of world-class products a wide selection of world-class products and services.and services.
Providing Timely, Ongoing ServiceProviding Timely, Ongoing Service• We regularly review your situation to We regularly review your situation to
ensure your financial objectives are ensure your financial objectives are being met.being met.
Robert P. CaseyRobert P. CaseySenior Vice PresidentSenior Vice President
RBC Wealth ManagementRBC Wealth Management3530 Post Road3530 Post Road
Suite 206Suite 206Southport, CT 06890Southport, CT 06890
Tel: 203.319.3125Tel: 203.319.3125Fax: 203.319.3145Fax: 203.319.3145