At Stopp & VanHoy we believe that through close relationships with our clients we provide comprehensive advice and excellent client service which helps our clients succeed. Stopp & VanHoy’s tax-optimized approach to wealth management is designed to help clients reach their financial goals and make their aspirations a reality. We believe that through individual relationships we best learn the wants and needs of our clients and offer a customized solution that takes into account all the planning areas of their life.
We begin by sitting down with our clients to discuss their financial goals. This is where we find out the client’s dreams and aspirations, whether it is having a fixed income for retirement, generating a college fund for his or her children or creating a family legacy. Our job is to determine all of the client’s goals and help the client prioritize them. We work closely with you to understand what issues you face. Using the Method 10® solutions, we can build a portfolio that responds to these needs.
Our commitment to full disclosure and accountability, combined with attentive, personalized client service often comes as a pleasant surprise to new clients. We welcome the opportunity to show you a higher level of client service and how it fits within our solid approach to wealth management – one designed to provide both peace of mind and financial security.
We provide the following Integrated Processes with all of our tax and financial planning.
FIT: We believe creating the right fit with any prospective client will lead to a successful and productive environment for both parties involved. We accept new prospective clients with characteristics that we share. This fit centers on common interests, financial profile and willingness to accept advice.
DISCOVERY: If we determine a successful fit, we then have a complete discovery process which allows us to understand our clients’ specific needs and values. This process begins at the onset of the relationship and continues throughout as life changes for our clients.
REVIEW: This process includes an ongoing review of each client’s goals and objectives based on our Method 10 Solutions. As life changes, we can then create new strategies to ensure a successful future for you, your family or your business.
ADVOCATE: As a value-added service to our clients, we make ourselves available to act as an advocate for you. Often our clients will encounter a family member or friend that has need of our services, or they may have uncertainties about the markets or their portfolios. If this happens, we will make the time to offer objective advice that they can use to make an informed decision.
Download the Method 10™ solutions PDF.
*Method 10® is property of 1st Global Capital Corp. 2016. All Rights Reserved.