VIP Services
Financial Peace of Mind
We want to ensure that Saleeby & Associates is the right fit for your investment needs. We try to fully understand your goals and dreams so we can align our services with your objectives to deliver optimum results. We strive to put you first, always acting in your best interest with the goal of delighting you with all aspects of our operations.
Asset & Wealth
Management
We will create a customized, comprehensive plan and look at factors such as goals, risk profile, values, income sources, ethical restrictions, performance, investment experience, and financial needs. We constantly review financial, industry and company news to refine asset allocation to meet the moment.
Advice & Guidance
Investing is a lifelong journey that requires vigilance over time. We constantly review income vs. growth, big cap vs. small cap, domestic vs. foreign, high beta vs. low beta risk to adjust to various economic climates. We help guide our clients to accommodate life planning, and challenging financial situations, and provide articles from our extensive library that apply to unique life events.
Communication
We believe communication is imperative to a successful relationship. Ray calls his clients on a quarterly basis to discuss their portfolio, current market and economic conditions, and assess life event changes to adjust proactively. We are always available to assist our clients. We offer an in-depth portfolio report and are by your side throughout your financial journey.
Financial Planning
We have a financial planning process to provide a full financial plan. We understand this is a continuous process that requires constant review, planning, advice, guidance, monitoring and implementation to meet our clients' expectations.
Retirement Strategy
Retirees spend about 85% of their normal expenses after retirement and are living longer. Your retirement plan should consider government and employee retirement benefits, anticipated expenses, taxes, inflation, etc. We can help you evaluate these factors and develop a plan that includes withdrawal guidance, Roth conversions, Qualified Charitable Distribution....
Newsletters
Ray has published his newsletter over the past 35+ years which has received national attention in several newspapers and periodicals. Our periodic newsletter includes Ray's thoughts on topics like finances, economics, health, and lifestyle. Our clients receive our newsletters first and then they are posted on our website on a delayed basis. We offer prospects a copy of our newsletters which can be requested through our contact form.