Financial Advisor to Entrepreneurs
Entrepreneurs work on their business much more than full-time hours and more than anyone else. You need a trusted Financial Advisor who can save you time while you generate the wealth to grow your nest egg. Marylou Heenan knows this from experience: she has been a business owner like you for over 30 years.
There are investment and insurance solutions for all ages and situations and Marylou is constantly improving her knowledge to bring you more value. Through her personal attention and the resources of Assante Wealth Management, you have access to a trustworthy team of professionals who combine to address all your financial needs.
The starting point for a successful investment plan is when Marylou stands in your shoes and understands your current situation, your values and your dreams. This is a key part of the “Know Your Client” process which begins the client-financial advisor relationship. Next, Marylou proposes an investment strategy for you and once you have agreed to it, she recommends the investment mix that is most suited to you. This is different for each client according to his/her own situation.
After implementation of the strategy, Marylou continuously monitors your portfolio and communicates with you. It is important for you to be invested for the long term; however, throughout the years and reviews of your situation and the results of your investments, you may decide to alter the mix based on changes in your work and family life, your dreams, and/or changes in the economy. You can count on Marylou Heenan to be at your side at all times.
In addition to assisting you with your wealth management, Marylou is a trusted source for good business advice for entrepreneurs. Subscribe to her “Just Good Advice” blog and newsletter, and follow her on Facebook and LinkedIn.