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Private Client Services
Partnervest Financial Group provides sophisticated financial planning services for business owners, professionals, individual investors, and families. Partnervest is unique in that it provides all the resources you need for financial security. Our services are offered in a family office format, providing life planning through a variety of practice specialties. Our time-tested, systematic financial planning protocol involves six steps and is designed to both grow and protect your wealth.
At Partnervest, we consider the process to be just as important as the results. Therefore, the gathering of information, the review of alternatives and plan development are all done in close conjunction with the client usually based upon a series of meetings or discussions. Proper planning is not a one-time event. Life’s circumstances change, goals change and opportunities available change over time. Any plan needs to be adjusted and updated to reflect these changes or it becomes outdated. Therefore, in our normal planning relationship, we meet periodically with clients to review and update the client’s information, to measure progress in key financial areas, and to develop strategies designed to address any changing circumstances. The initial planning should always be seen as the beginning step in a life long process. Partnervest Financial Group provides sophisticated qualified and non-qualified retirement plan services for business's and their employees. Partnervest is unique in that it provides all the resources you need for retirement plan and financial security. Our services are offered without bias towards product, delivery and platform through a variety of practice specialties. Our time-tested, systematic retirement plan services protocol involves six steps and is designed to both grow and protect your wealth. THE PROCESS
Define plan goals and financial objectives working with your experts or ours. Examples include: • Fixed commitment or flexible contributions based upon longevity, compensation, job title, job function or any combination thereof • Employee contribution programs on a pre-tax basis • ERISA and IRS compliance Evaluation of current status, including: • Cost and product analyses • Fiduciary Obligations, Responsibilities and Liabilities analyses • Investment choices • Plan participation • Prepare comprehensive recommendation to meet the needs and objectives of the plan, its sponsor and the participants • Review plan and recommendation with appropriate executives and/or committee members • Transition strategy • Enrollment Meetings • Employee Education of benefits, investment options and education including risk analyses and investment objectives • Periodically revise plan due to changes in objectives, the economy and/or financial vehicles being utilized • Ongoing employee education programs Investment Management - Please see our Investment Management section for details. Complex Issue Solutions - Partnervest can enable a client to receive solution-based advice from a team of experts to solve essential issues above and beyond those associated with basic financial planning. The team that is put together for the client will consist of those disciplines tailored to meet the individual client’s needs and may include the following experts: Certified Public Accountants (“CPAs”), business professionals (“MBAs”), Certified Financial Analysts (“CFAs”), Chartered Life Underwriter (“CLU”), Certified Financial Planner (CFP®), lawyers, tax experts, human resources specialists, real estate professionals and estate planners. Broker Dealer Services - Partnervest Securities, Inc. is a "full service" broker dealer providing execution, advice, information, and portfolio analysis. Financial Professional Referral Services - We match you with a qualified expert from our national elite pool of Financial Professionals based upon your specific needs and circumstances. Estate Planning - This program provides for the design, implementation and assistance of a comprehensive estate plan that integrates with the salient aspects of a client's financial plan. This program takes a unique approach which emphasizes clarification of a client's values and goals regarding the eventual distribution of their wealth, helping client's prepare both emotionally and financially for this task. Timing Services - Partnervest offers clients with suitable resources and characteristics a timing service. In this program, the assets are reviewed daily and actively traded. The goal of timing is to reduce risk; however timing has its own risks. This service may be called by a number of different names by Partnervest, advisory affiliates and third party vendors. Investments may include mutual funds (load or no-load), annuities and variable products, options and/or individual equities or bonds. Pension Plans - This program provides for the design, implementation, compliance and annual review of defined contribution and/or defined benefit plans for individuals and groups using prototype plan(s). Insurance - Partnervest provides comprehensive Insurance services. Human Resources - For our business clients, this program provides human resource expertise to our clients with respect to personnel issues such as: effective interviewing/hiring processes, employee relations, employee performance, disciplinary actions, employee benefits, policies, employee handbook preparation, pre-termination consulting, and handling the termination process. Corporate Documentation Services - Also for our business clients, this program provides annual meeting services to clients with corporations. The annual meeting services consist of a yearly review of the client’s corporate activities, the drafting of annual meeting minutes, the general maintenance of the client’s corporate minute books, and such other interim assistance as may be necessary during the year. Seminar Services - Partnervest representatives may hold seminars for clients, their friends, family or employees, or the general public offering all or a portion of the services mentioned above. Generally, the seminars include presentations on various investment issues, such as market trends and general strategies that can be taken in light of those trends, general pension advice and some discussion of particular investments.
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Fri May 9 06:54:49 PDT 2008.
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