We Think + Deliver
As a Team
At Vahanian & Associates of Saratoga Springs, NY, we believe that financial planning and investment management is not only about taking care of people’s money, but mostly about taking care of people.
We believe success comes from a balance of health, family and finances. Therefore, our goal is to help you make the most of what you have in order to achieve a balance that serves your present and future needs.
We understand conversations about certain subjects can be very personal, so we strive to be respectful throughout our discussions. Your comfort is vital. In fact, we believe that by focusing on getting to know you and what you value most, our mutual understanding can make a tremendous difference in our collaboration.
Part of our work together includes a process of defining your investment risk tolerance and combining that with what you value and hope to achieve. From there, we help you establish a plan designed to make it happen. Along the way, as our connection grows, there can be various ways in which we help you navigate your journey, particularly as it relates to your finances.
Ultimately, we move from helping you define your values and principles to setting specific goals. From there, we aim to support construction and implementation of your financial plan across various categories. We believe that your life – and so too your financial plan – is a dynamic experience. It is not static. As you live through and experience different events, we can review your progress and help evaluate whether your situation and goals have changed in a way that necessitates updates to your financial plan. Reviewing and refining our mutual expectations from time to time helps us maintain a more clear understanding of your needs and vision. This process also helps us consider when and how to implement changes.
We look forward to getting to know you, and establishing what we hope will be a productive long term relationship and positive experience from the start.
Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances and overall objectives. Neither customized services nor the scope or nature of financial planning should be construed as guarantees of a particular outcome. Comprehensive or holistic financial planning indicates that financial planning will be informed by the material financial and investment circumstances of the client, as communicated by the client to the adviser, but may not consider literally all aspects of a client’s financial affairs. The effectiveness and potential success of adviser’s services can depend on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Vahanian & Associates is neither a law firm nor an accounting firm and does not provide legal or tax advice. Website visitors and clients should consult an attorney or tax professional regarding their specific legal or tax situation. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.