Pacific Landfall's founder, Chance Butler, is also a digital forensics and cyber security expert. Chance offers this knowledge, free of charge, to help protect his clients' families and businesses from online threats!
I proactively manage each portfolio created and generate a client communication upon review. This lets you know, as the client, each time I have reviewed your investments and compared them to your goals. My portfolio management process includes:
- Risk Management Techniques
- Historical information including trends and correlations
- Economic Analysis
- Global Economic Analysis
- Fundamental Analysis for Security Selection
No matter how much you have invested with Pacific Landfall, the fee for active portfolio management is one percent annually of assets under management.
Retirement Planning is one of the most important financial goals that every person faces. Whether you are saving for retirement, transitioning to retirement, or living in retirement, I will be with you every step of the way. Retirement questions often include:
- Am I saving enough to retire?
- Will my assets last through retirement?
- Are my investments taking on too much risk?
- Is the economy stable enough for me to retire?
As a Chartered Retirement Planning CounselorSM , I specialize in helping you plan for retirement at any stage in your life. I can provide you with an understanding of complex pre and post retirement issues. From helping you maximize sources of retirement income to guiding you through investments, I will help you identify and analyze what you should do today to ensure a secure tomorrow!
Financial Planning is the cornerstone to every wealth management process. I have developed a financial planning process that includes:
- Deep and extensive discovery process
- Goal discussion and creation
- Road-map to achieve desired goals
This process helps me understand who you are, your beliefs and what you want out of life. Financial Planning is the foundation for the Advisor/Client relationship. Each road-map is customized to each client’s individual finances and goals.