Creating a full financial plan is a process and we have dedicated ourselves to become great at this so that we can be to help you maximize your wealth today and in the future. We are experts at a few things and will help coordinate meeting with other experts in the areas that we do not specialize in. We will make sure that you get a full financial plan that includes an analysis of your investment portfolios, your insurance portfolio, cash flow (now and at retirement). There will be “outside” areas that become important such as having a great CPA, having an updated will and trust and understanding how your property and casualty insurance works. Many of these areas will be handled by a team of experts so that you get the best possible outcome.
Fact Finding | Data gathering
Personal Financial homepage
Align goals with commitment
Presentation (1-2 Meetings)
Review of current financial situation
Assets (see investment process), liabilities, cash flow and protection overview
Implementation and access to other advisors
Ongoing one on one reviews
Sign up for info on future events
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of AK,CA, CO, HI and OH. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Essentra Financial Group are not affiliated. Diversification and asset allocation strategies do not assure profit or protect against loss. Investing involves risk. Depending on the types of investments, there may be varying degrees of risk. Investors should be prepared to bear loss, including total loss of principal. Diversification and asset allocation strategies do not assure profit or protect against loss. Investing involves risk. Depending on the types of investments, there may be varying degrees of risk. Investors should be prepared to bear loss, including total loss of principal