Wealth Management and Investments

Wealth Management and Investments from Summit Financial Group of Indiana

By: Summit Financial Group of Indiana  08/28/2014
Keywords: Wealth Management, Financial Planner, Finance

In our introductory meeting, we speak about your goals, desired time frames for retirement; risk tolerances, objectives and initial plan design options. Our intent is to help you better frame what financial alignment is necessary in order for you to achieve your retirement goals comfortably. Our follow up meeting is to review your retirement needs analysis report that gives you a visual understanding of 3 crucial insights- what you currently have, what you need to have, and what steps you need to take to achieve your intended goals comfortably. This report is free and yours to keep. It is a solid beginning to your retirement conversation. This meeting is to provide you with accurate and real action points for you to take immediately so that your time and your efforts are maximized in an efficient and effective manner. As a fiduciary, we do not speak in general terms, we speak in specifics and offer deliverables allowing you to take action in precise and measureable ways that only enhance and enable your financial goals to become a reality.

Keywords: Family Wealth Planning, Finance, Finance Planner, Financial Adviser, Financial Planner, INDEPENDENT ADVISER, Independent Financial Adviser, Independent Financial Advisor, Independent Financial Advisors, Investment, Investment And Financial, Wealth Management, Wealth Planning, Wealth Preservation

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