Financial Planning

Our financial planning process is centered on the following six-steps:

1.) Establish Relationship

The goal is to get to know you – we will ask for relevant financial data, assess your risk tolerance, and determine your financial goals. 

2.) Gather Data

We will identify your principal needs and work with you to prioritize both short and long-term goals.

3.) Analyze and Evaluate

We will assess your current accounts, investments, insurance policies, tax strategies, etc., and look for areas of opportunity. 

4.) Develop and Present Plan

We will draft and review a financial plan that includes a detailed action plan specific to your goals and circumstances.

5.) Implement Plan

At this stage, we will make investment decisions on a product specific level (mutual funds, individual stocks, individual bonds, CDs, insurance policies, annuities, etc.).

6.) Monitor Plan 

The final step in the process involves the ongoing monitoring of your portfolio and financial plan. As time goes on, we will ensure that your assets remain diversified and your objectives stay on track.


Diversification does not ensure a profit or protect against a loss in declining markets.

 

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This communication strictly intended for individuals residing in the states of AZ,CA,CO,CT,DC,DE,FL,GA,HI,IL,IN,MA,MD,MI,MN,NC,NE,NH,NJ,NV,NY,OH,PA,RI,SC,TN,TX,UT,VA,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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