Defining your goals

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Discover and Listen


We start a discovery process to better understand your unique needs, goals and priorities. Based on what we learn, we develop a customized picture of your goals and establish key priorities.

Monitor and Maintain


We don’t believe in a “set it and forget it” approach, because every investment strategy needs regular monitoring and potential course correcting. That’s why your Bankoh financial advisor can meet with you regularly and, when necessary, take a fresh look at strategies or tactics that need to be modified as your life and needs change.

An approach centered around you
Educate and Inform


Our #1 goal is to help you create a financial plan you can not only understand but also believe in. So, we take the time to make sure you are in sync with what we are recommending and why.

Assist and Implement


We not only set your plan in motion, we can even bring together all of your prior investments and financial partners, including your CPA, attorneys and others. In effect, we are able to act as the “quarterback” of your financial plan, so you don’t have to start at square one.

Advise and Guide


Once we have set a strategic course, we begin building or identifying a customized portfolio that reflects your risk tolerance and helps get you to your long-term objectives. We are always available to advise and adjust as needed.

Protect Yourself from the Unexpected

At every stage of your financial journey, preparing for the unexpected should be top of mind. Learn more about the insurance products that will protect you in health, home and assets.

Learn More About Insurance

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