Financial Planning

Comprehensive Financial Planning
Financial Planning is a process that helps achieve greater wealth and financial security. Proper planning, unbiased advice and careful attention can be very beneficial to your financial health. Through the planning process we examine the five main areas of financial success.

1. Investments
2. Retirement Planning
3. Tax Planning
4. Insurance
5. Estate Planning
6. Ongoing monitoring of the financial planning

The Planning Process
At Belsen Getty we carefully conduct the following process:

• Establish and define our relationship
• Gather data and determine your goals, time horizon and tolerance for risk
• Analyze and evaluate your financial status
• Develop strategies customized to your personal situation for the five areas listed above
• Present our recommendations for your approval

Dynamic Management
On an ongoing basis we review your overall plan, monitor its performance and make appropriate modifications. Every quarter we review and update our investment selections, and automatically apply changes to your portfolio as needed.

Reporting and Information Access
We keep you appraised of your financial plan by providing the following:

• Confirmations notifying you of all trading activity
• Prospectuses giving you complete detail on all investments
• Monthly account statements outlining all holdings and transactions
• Quarterly reports detailing rates of return for each investment and for your portfolio as a whole
• Annual report of realized gains and losses
• A quarterly newsletter and periodic additional articles of interest
• Our Web Page, www.belsengetty.com, gives you complete access to your account on line, as well as a wealth of additional information, archived access to past newsletters and articles, and helpful links to other on-line resources.