Why Briggs & Company?
Explore What Our Clients Have To Say
Building Wealth for Generations
The Briggs & Company Approach
Overview: Briggs & Company is a premier private wealth management firm dedicated to helping clients achieve their financial goals. Led by Ronald Briggs Jr., our team brings decades of expertise and a personalized approach to wealth management. Let’s explore how we assisted the Johnson family in securing their financial future.
Client Profile: The Johnson family comprises John and Sarah Johnson, a couple in their mid-40s, with two children aged 10 and 12. They are successful professionals with a combined annual income of $300,000. However, they lacked a comprehensive financial plan and felt uncertain about their long-term financial security.
Challenges:
- Lack of a comprehensive financial plan tailored to their goals and risk tolerance.
- Concerns about saving for their children’s education and planning for retirement.
- Limited knowledge about investment options and strategies.
Tailored Strategies for Unique Financial Goals
Personalized Planning for Lasting Confidence
Our approach to the Johnson’s financial challenges is centered on personalized solutions. We begin with an initial consultation, understanding their objectives, risk tolerance, and time horizon. From there, we craft a comprehensive financial plan addressing retirement, education, taxes, and estate planning, directly addressing the Johnson’s concerns. This plan is executed through a diversified investment strategy aligned with their risk tolerance and financial goals. Ongoing monitoring ensures adjustments to market conditions and evolving goals, providing the Johnsons’ with confidence in their financial future.
Initial Consultation:
At Briggs & Company, we prioritize understanding the Johnson’s financial landscape to its fullest extent. In our initial consultation, we engage in an in-depth dialogue to uncover the Johnson’s financial objectives, risk tolerance, and time horizon. This foundational discussion serves as the bedrock of our partnership, allowing us to gain profound insights into the Johnson’s aspirations and concerns.
Customized Financial Plan:
Based on the Johnson’s goals, we developed a comprehensive plan covering retirement, education savings, tax optimization, and estate planning. Our aim is to seamlessly integrate the Johnson’s short-term needs with their long-term aspirations.
Investment Strategy:
We recommend a diversified investment portfolio aligned with the Johnson’s risk tolerance and financial goals. This mix of equities, bonds, and alternative investments is carefully selected to optimize returns while managing risk.
Ongoing Monitoring and Adjustments:
Our commitment doesn’t end with the plan. We continuously monitor the Johnson’s portfolio’s performance, making adjustments as needed to adapt to changing market conditions or evolving financial goals. Our goal is to provide the Johnsons with confidence and peace of mind as they navigate their financial journey
The Results: Transformed the Johnson’s Future
Our partnership with the Johnsons has been truly inspiring, as we’ve witnessed their remarkable journey towards financial peace. Here’s how we helped make their dreams a reality:
Financial Security:
We worked closely with the Johnsons to develop a robust financial plan tailored to their unique aspirations. Providing clarity and confidence, this plan ensured they could embrace the future with assurance.
Education Savings:
Understanding the importance of their children’s education, we crafted a tax-advantaged savings plan to safeguard their academic pursuits while preserving their retirement goals.
Retirement Readiness:
Through disciplined savings and investment strategies, we guided the Johnsons towards significant progress in achieving their retirement objectives. With unwavering confidence, they now anticipate a future of comfort and security.
“The guidance and personalized financial plan meticulously crafted by Ronald Briggs Jr. and the dedicated team at Briggs & Company have truly transformed our family’s financial landscape. Their expertise and unwavering commitment have not only provided us with clarity and confidence but have also instilled a profound sense of security in our financial future. Knowing that we have a tailored roadmap in place, designed to align perfectly with our aspirations, fills us with a sense of assurance and excitement for the journey ahead. We are grateful for the invaluable support and guidance we’ve received, and we eagerly anticipate the opportunities and milestones that lie ahead, confident in our ability to achieve our financial goals with Briggs & Company by our side.”