Its all about Comprehensive Planning. Steadfast is firm built on providing a comprehensive list of services so that we are your financial “quarterback” in life. Coordinating with your other professionals such as CPA, attorney, mortgage, banker, and business consultant will feel you finally have a financial team in your corner.
An Investment strategy that fits your situation – You are not a one-size-fits all kind of investor. Having an investment strategy that you understand and feel confident in goes a long way towards financial security. Whether your need is long term growth, current income, or asset preservation we’re here to walk through your options and provide a solution.
Tax Planning – We believe tax planning is a crucial part to clients success and satisfaction. No one likes paying taxes. Coordination with your CPA and Tax team is a vital part of your overall financial plan so the “right hand knows what the left hand is doing”. We want to reduce the amount of taxes you pay over the length of your career and life, not just this calendar year. Sometimes that means paying more now to less later, or vice versa. Having a financial plan that incorporates your tax is a must.
It’s more mental than it is numbers - MorningStar, Inc conducts a “Mind the Gap” study every year measuring how investors' actual investment results stack up compared to investment returns of the same mutual fund or security. In essence, how much did the investor interrupt their investment return by buying or selling at inopportune times? (selling when the market went down, and/or buying when the market went up – instead of the other way around). Every year investors use emotions as an investment strategy instead of having a plan and sticky with it, AKA being STEADFAST.
