Review A.l. Kawaja Wealth Management Advisor At Meridian Wealth Management In fayette, kentucky, united-states | Finance In Fayette
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A.l. Kawaja Wealth Management Advisor At Meridian Wealth Management
250 W Main St, Suite 3150
Fayette,
Kentucky,United-states - 40507
Detailed description is As a wealth management advisor my task is to develop a plan that brings opportunity to increase an investors wealth based on financials, goals, & risk.
THE MERIDIAN PROCESS.
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1.
Define Client Relationship.
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• Define Advisor’s Services to be Provided.
• Determine Client’s Needs.
• Disclose Compensation Arrangement and Any Conflicts of Interest.
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2.
Gather Client Data.
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• Define Client’s Goals and Objectives.
• Gather Data Relevant to Prepare Client’s Financial Plan.
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3.
Analyze Client’s Financial Status.
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• Determine Cash-Flow and.
Liquidity Needs.
• Review Materials Relevant To Client’s Financial Situation.
• Determine Client’s Risk Tolerance.
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4.
Develop and Present Recommendations.
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• Complete Custodian Documentation.
• Select Investment Strategies.
• Prepare an Investment Policy Statement.
• Present a Report of Recommendations.
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5.
Implement The Financial Plan.
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• Process Asset Transfers.
• Implement Investment Plan and other Financial Planning Recommendations.
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6.
Monitoring.
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• Rebalance Client’s Portfolios.
• Review Portfolio Manager Performance.
• Communicate with Client on a Consistent Basis.
Established in the recent years a.l.
kawaja wealth management advisor at meridian wealth management in fayette , kentucky in united-states.
This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.
Over the course of its journey , this business has establihed a firm hold in the [category].
The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day
Foods is provided with high quality and are pretty much the highlight in all the events in our lives.
Sweets and food are the ideal combination for any foodies to try and this a.l.
kawaja wealth management advisor at meridian wealth management is famous for the same.
This has helped them build up a loyal customer base.
They have started a long journey and ever since they have ensure the customer base remains the same and growing month on month.
As they are located in favourable location , becomes the most wanted space for the tourist.
For any kind and assistance , it is better to contact them directly during their business hours.
Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
They are listed in many of the food delivery networks for home delivery with appropriate charges.
They accept cards , cash and other modes of payments
Tips are not actually encouraged but customers are willing to offer any benefit as needed.
There you can find the answers of the questions asked by some of our users about this property.
This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.
It is a effortless task in communiting to this establishment as there are various modes available to reach this location.
The establishment has flexible working timings for the employees and has good hygene maintained at all times.
They support bulk and party orders to support customers of all needs.
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Frequently Asked Questions About This Location