Recommendations are only effective when implemented. As a result, Poulos Advisors, Inc. provides comprehensive implementation services that help our clients execute our recommendations. This service includes:
- Coordinating with your other advisors to make certain they agree with the plan and to assist them with implementing recommendations.
- Ensuring recommendations are implemented in a manner consistent with your financial plan.
- Relieving our clients of the work necessary to implement a recommendation.
- Handling the technical issues and complex transactions involved with the implementation of recommendations.