Ventura Advisors
Home
Contact Us
About Us
Wealth Management
Investment Strategy
Ask an Expert
Links

Our 4 Step Process to Wealth Management

Your Customized Investment Strategy
Request a Personal Evaluation
Advice You Can Trust
Wealth Management

Client-Needs Assessment

After becoming a client, the experts at Ventura Advisors will meet with you to learn about your current situation, your personal aspirations and hopes for your loved ones, and your expected resources and obligations.

Without first learning your goals, it is impossible to craft an appropriate financial strategy. A retiree living off his accumulated wealth has far different needs than a young family saving for college and a distant retirement. Only after thoroughly understanding your unique situation and goals can we craft a custom financial strategy designed for your financial success.

Step 2: Financial Strategy

 
Contact Us

21860 Burbank Blvd., Suite 100
Woodland Hills, CA 91367
Ph: (818) 857-5080
Fax: (818) 704-0400
info@VenturaAdvisors.com

Strategies that help you grow... only at Ventura

Home | Contact Us | About Us | Videos | Wealth Management | Investment Strategy | Ask an Expert | Links

Copyright © 2008-2014 - Ventura Advisors - All Rights Reserved. Houston Web Design.