Warwick Partners

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Why You Need Warwick Partners You are the chief executive officer of your financial future. As CEO, you understand more about your financial life than anyone else could, and you know exactly what you hope to achieve. But just as corporate CEOs delegate to their chief financial officers the details of accomplishing company goals, you can be confident in turning over that job to Warwick Partners. You tell us where you are now and where you want to go. We provide you with ways to get there.

Your CFO isnt just one individual. It is a team of seasoned, professional Warwick principals and paraplanners who follow the financial planning Golden Rulewe plan and invest for you the way we would want others to plan and invest for us. At Warwick, we consider you our friend and partner. And your needs always come first.

Like any good CFO, we need to find out what the CEO wants. During a goal-setting meeting, we listen carefully as you talk about every facet of your financial lifeand about non-financial matters as well, your larger goals for you and your family. In order to plan and invest for you, we have to know who you are, what motivates you, what you want to accomplish. Admittedly, we are inquisitive CFOs. But thats how were able to understand and share your objectives and formulate a holistic plan to help you achieve them.

So let the questions begin. What kind of lifestyle do you envision for yourself once you achieve financial independence? How much investment risk do you feel comfortable with? Do you need specialized services for taxes, estate planning, charitable giving, education funding, or other financial planning and investment needs? What are your hobbies, your interests, your values? Warwick Partners looks forward to hearing your answers and providing some of our own.

Your Guide to the Future Imagine a botched field goal attempt. The frail kicker doesnt know whether to run or throw, the stunned holder is trying to block, 330-pound linemen are waving their arms for a pass. Thats what investing without a plan looks like.
But that wont happen at Warwick Partners. You will receive a personalized Investment Policy Statement your investing game plan. The Investment Policy Statement summarizes your investment objectives and establishes the plan for deploying your assets among various investment types and strategies. It is the guiding source we use to put together your investment portfolio, the governing document for managing your wealth.

The kind of disciplined decision-making your Investment Policy Statement provides is especially important during periods of market turmoil, when panic can lead to ill-advised changes in strategy. With your Investment Policy Statement in hand, you can be confident that, whatever the current conditions, you remain on the path to a desirable financial future. You have a plan.

We Pay AttentionEvery Single Day As a part of the Warwick Partners family, you can count on our exclusive E3 Personal Attention Commitment. It means we never lose sight of the three Esevery issue, every client, every day. You have entrusted us with your financial well-being, and that is a full-time responsibility. So whenever there is an ongoing issue affecting your comprehensive financial plan, we will address ittoday. And whenever we find strategies and ideas that could benefit you, well tell you about themtoday. Our relationship with you is a fluid, ongoing process designed to keep you informed, up-to-date, and confident about your financial future.
One-of-a-Kind Solutions Your goals are unique, and so is the comprehensive financial plan we craft for you. Its all about you, and the objectives youve shared with us during our extensive process of gathering, organizing, and analyzing data. Once your plan is in place, well monitor and review it with you regularly. Our most important objective is to win and keep your trust. When you decide to work with us, you gain not only an advisor, but also an advocate and confidante, in every facet of your life in which you want us to assume those roles.