COMPREHENSIVE WEALTH MANAGEMENT
Financial planning revolves around your goals and objectives, like protecting your family’s well-being, educating your children, paying less in taxes, and retiring when and how you choose. A financial plan provides you with a “roadmap” you can follow to help you achieve your goals, taking your entire financial picture into account and helping you to live a healthier financial life. Our structured planning and review process enables a greater engagement with us for an exceptional advisor/client relationship.
THE FINANCIAL PLANNING PROCESS
Our Financial Services Representatives can help you with many of your financial needs. It is important to note that Financial Services Representatives are only able to provide certain services if they are licensed to do so in your state.
Preparing the Plan
Initial Consultation: Discuss our services and your personal situation
Discovery Interview: Identify financial objectives and gather appropriate financial data
Fact Review: Review and discuss objectives and data gathering info
Plan Delivery: Deliver financial plan and discuss custom recommendations designed to achieve goals
Implementation: Implement financial strategies with appropriate financial products
Review: Review and update on a periodic basis Requires a separate engagement if a fee-based service
* Clients may implement their plans with any advisors they choose.
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