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The Beese Fulmer Wealth Profile helps our wealth management consultants gather the type of information we've found essential in establishing who you are, where you want to go, and how you want to get there.

We start with basic background information about your assets and objectives. Then we define your goals for the portfolio and what we call your Investment Psychology and determine your attitudes and behaviors concerning the market. The final section characterizes your personality in general terms as well as relating to finances.

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Schedule your personalized consultation with one of our wealth management consultants. We'll meet with you on your terms, gather your current portfolio information and asset data, and create your Beese Fulmer Wealth Profile. Get started and get rational today!

 


 

Please use the form below to schedule your Wealth Profile today. One of our wealth management specialists will get back to you within 1 business day to discuss your needs.

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The Beese Fulmer Wealth Profile

Our WEALTH PROFILE helps us gather the type of information we've found essential in establishing who you are…where you want to go…and how you want to get there.
  • We start with basic background information about your assets and objectives.
  • Then we define your goals for the portfolio and what we call your Investment Psychology (conservative, moderate, or aggressive? patient or reactive? hold-and-grow or make withdrawals?).
  • We determine your attitudes and behaviors concerning the market, a meaningful guide to your favored portfolio philosophy.
  • The final section characterizes your personality in general terms and relating to finances.
Before proceeding, think about your total wealth; not just your investments, but your real estate, bank accounts, business assets, and insurance. These are all part of your total wealth picture.

While we specialize in the investment piece, we will take other assets into account in order to build a portfolio that best complements these assets.

Click below to schedule
your personalized Wealth Profile. 

 
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