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Our Process

Our process is deeply personal. We take our time talking to each client individually and asking what we can do to understand their needs better, wants, and the best ways to provide them. It is important to us that you feel like family. For that reason, we take strides to earn your trust. This includes educating our clients on the financial concepts they will encounter as we design their unique plans and portfolios. An educated client is a confident client. And keeping you confident is the best way to ensure that you feel comfortable with the plan we provide and the path we take. When you meet with us, the first few steps will start by:

1. Identifying Your Needs and Objectives

We will talk in-depth about how you imagine your ideal financial future.

2. Gather Information

We provide a data sheet to help gather information on your current situation.

3. Analyze Information

Using a specialized software program, we analyze that information and provide a comprehensive planning report.

4. Develop A Plan of Action

After gathering the details, we design a plan of action best suited for accomplishing your goals.

5. Implement the Plan

We put your plan to action and start walking you down the path toward your dream financial future.

6. Review Progress

We walk with you. As your plan progresses, our advisors will review it annually and adjust the course as needed. If you feel you need assistance more often, our advisors are available to check in as frequently as necessary to help you feel secure.

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

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