An array of investment strategies
Helping You Gain Confidence That You Have Control Of Your Personal Financial And Life Goals
The Five-Step Process For Financial Fitness is designed to help preserve and manage your nest egg and address those nagging financial and family issues that could cause you undue concern.
You can call on the process for a financial plan that, first and foremost, focuses on your overall financial situation. Through financial planning you gain:
- A financial snapshot of where you are now,
- A clear view of where you want your life to be heading,
- A road map to help you get where you want to go, and
- An umbrella to help you weather the turmoil and volatility in the financial markets.
Financial Planning: Not A One-Time Event
Simply, it is a process, a long-term process, designed to help you strive for your life goals through the proper management of your finances.
Through more than 34 years of working with clients along with planning and investing, I have created, refined, and optimized this process. The five time-tested steps that help to ensure that you reach the financial independence and lifestyle you desire are:
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This step offers a time of discovery to gain a financial snapshot of where you are now and, equally vital, an understanding of who you are.
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Here our clients benefit from an analysis of all the different factors uncovered in Step 1. Sophisticated computer software enables us to run and analyze many different allocation and investment scenarios for our clients.
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Our clients gain deeper understanding of their current financial picture and of possible future outcomes.
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Sound decisions are based on facts and careful research, not emotions. After establishing reasonable investment goals, we usually apply a combination of Strategic Asset Allocation and Tactical Asset Management.
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Through a disciplined approach to active management we take additional steps to mitigate client risk and potentially enhance return over time.
Circumstances can change for clients, and that's why we periodically do a complete review of their goals and objectives.
Financial Planning Through The Five Step Process Can Help To:
- Provide direction and meaning to your financial decisions,
- Evaluate the level of risk in your current nest egg,
- Adjust your plan to ever changing circumstances, whether personal or economic,
- Avoid financial setbacks,
- Improve your current financial situation,
- Transfer assets to heirs while avoiding unnecessary tax burdens, and
- Keep you on track to reach your goals for your life and the retirement you desire.
Request a complimentary, no-obligation consultation to see how the power of our 5 Step Financial Planning Process for Financial Fitness can help you take control of your financial future. We invite you to call 701-852-3090 or contact us here.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
