Our Process
Our streamlined process helps you focus on the things that matter most so you can enjoy your life more. Together, we create a thoughtful plan that gives you the best possibility of realizing your most important financial goals.
Discovery ➨ Analysis ➨ Strategy ➨ Implement ➨ Review
Discovery
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We aim to understand your current situation in order to identify and discuss potential roadblocks.Analysis
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To identify any gaps and strategically build a plan to help you achieve your vision for the future, we analyze your current situation.Strategy
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Based on our analysis, we work to develop a set of considerations to help you achieve your goals.Implement
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Putting your desired considerations into action requires planning and implementation on both our end and yours.Review
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Your plan should continue to meet your changing needs, which requires periodic review and monitoring.HOW WE CAN HELP
Business
Savvy business owners know that delegation saves time and is fiscally rewarding. Let us provide advice and intelligence on financial matters outside your core business operating.
401k Employee Benefits
We can help you establish an employer sponsored plan for your company and/or help you manage your existing plan with your current employer.
Insurance
Protection from unforeseen events is an important part of any long-term financial plan. Insurances play an important role in protecting not just assets, but family and loved ones.
Investment & Asset Management
We carefully evaluate your needs & goals to create a personalized investment portfolio. We manage your portfolio on an ongoing basis, implementing your financial plan.
Financial & Retirement Planning
We review and analyze your financial dreams and goals, as well as your financial accounts (insurance, investments, 401 accounts, etc.) to create a personalized retirement plan and strategy.
College & Education Planning
College costs are rising faster than inflation. We can help you plan & save for college expenses using tax efficient investments.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IL, IN, KY, MI, MN, MO, MT, NV, NC, OH, OK, SC, TN, TX, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Securities and investment advisory services offered through Osaic Wealth, Inc. member. FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Registered phone: 616-534-9623.