Another method for Brad and Jeff to best understand each client’s own situation is the Stifel Nicolaus Wealth Strategist Report®. The Stifel Nicolaus Wealth Strategist Report® is a comprehensive, individualized report to analyze a client's current financial situation and then show the client strategies to help achieve his or her goals. Brad and Jeff work closely with clients to assess their current financial position and goals for the future. After all of the necessary information has been compiled, a Wealth Strategist Report® is provided to the client. 

The Wealth Strategist Report®

• Provides detailed information regarding the client's financial position through a net worth statement.
  

• Reviews the risk associated with a wage earner's loss of income due to disability or death and assesses whether the desired income can be provided to the family with the assets and income available.
  

• Illustrates the allocation of investment assets and makes recommendations based upon the client's goals and willingness to accept risk.
  

• Examines financial goals, such as retirement income or college education expenses, which are assessed to determine whether additional steps need to be taken or changes made in the plan to try to address any shortfalls to these goals.
  

• Will review the client's current estate situation and may make suggestions to help the client achieve his or her goals in providing for family and/or community.

After the report has been presented, Brad and Jeff provide strategies to help the client address any shortfalls in the plan.

Brad and Jeff have been consistently ranked, among Stifel Nicolaus Investment Executives, as the top users of the Wealth Strategist Report® and have, therefore, become quite familiar with how to best utilize this tool.