A thorough understanding of your needs and goals is key to the creation of your comprehensive investment plan. We take the time to listen, ask pertinent questions, and gain insight into your life and what matters most to you.
In this part of the process, we gather all relevant documentation and thoroughly review your financial and estate resources to help you comprehend how your assets are positioned, how they will ultimately transfer and how they can be harnessed to achieve your overall goals.
We offer thoughtful and insightful recommendations tailored to your goals and resources. Our advisors work with you to evaluate all options so that you can decide which choices are right for you. We excel at assembling all your advisors and subject matter professionals to ensure everyone is working together on your behalf. Once the plan is developed, we act to ensure that your overall plan is implemented.
Through ongoing communication, we continuously monitor progress toward your goals. As your needs change, and as tax laws and market conditions fluctuate, we carefully consider and discuss your strategy with you. We regularly evaluate whether your strategy remains on target or if adjustments are needed.
Mengis Capital Management, Inc.
(503) 916-0776 | This email address is being protected from spambots. You need JavaScript enabled to view it.