Our philosophy at The Strategic Planning Group is that we are the coach who assists you in identifying and reaching your own financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to reach those goals.
SEVEN-STEP EDUCATIONAL PROCESS
- Identify lifetime objectives & strategies
- Understand all your options
- Determine your risk profile
- Build your stable allocation model
- Optimize your investment allocations
- Identify tax reduction and catastrophic protection strategies
- Schedule regular periodic reviews
An informed client is a good client.