Once you decide to proceed:
- We execute a contract forming a business relationship.
- We establish accounts for you at Fidelity Investments.
- We finalize the asset allocation.
- We invest the accounts according to your plan, including your timetable and a careful weighing of your pre-existing holdings and capital gains liability.
- We monitor your performance.
- We make ongoing, tax-sensitive adjustments.
- We consult with you as needed or desired.
Investment advisory services offered through Conservative Wealth Management, LLC, a Registered Investment Adviser registered with the Securities and Exchange Commission. Custody services and other brokerage services provided to clients of Conservative Wealth Management, LLC are offered by Fidelity Brokerage Services LLC, Member NYSE/SIPC.