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Personal Consultant Services
Personal Consultant Services … provides a fee-based investment
advisory platform supported by tax and financial consultation. The
Personal Consultant Services is a limited practice so all clients
are assured personal attention and representation. It is based on
a philosophy of understanding the client’s objectives, entering
into a partnership with the client, and accepting fiduciary responsibility
to work on the client’s behalf. The consulting service is
designed for clients with investment portfolios of up to $10,000,000.
Dr. Lovett works closely with the clients of the firm identifying
investment objectives and implementing the strategies to accomplish
those objectives. Firm services address designing a personal investment
policy statement, identifying tax-efficient portfolio positions,
establishing a wealth preservation asset allocation, and implementing
strategies specifically unique to each individual client.
Dr. Robert D. Lovett, CFP® is Managing Director of Astwell
Consulting, LLC. Dr. Lovett has earned a Doctorate in Business Administration,
Accounting, and a Master of Science, Taxation, and the CERTIFIED
FINANCIAL PLANNER™, CFP® certification. Dr. Lovett is
a member of the Academy of Financial Services, the Academy of Finance,
the Financial Planning Association (FPA), and Sigma Beta Delta International
Honor Society for Business, Management and Administration.
Dr. Lovett was a United States Delegate to the International Standards
Organization developing international practice standards for financial
planning. He is past Regional Director for Florida State University,
Certificate in Financial Planning Program, and past Director of
The Institute of Financial Studies at Nova Southeastern University.
Dr. Lovett currently serves as Program Director and Lead Instructor
for the CERTIFIED FINANCIAL PLANNER™ Certification Education
Program at Florida Gulf Coast University, Fort Myers.
If you would like further information and to discuss the personal
consultant services, please call Dr. Lovett at his Naples number,
239-598-5229. |
Dr. Robert D. Lovett, CFP®
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