What to Expect: Our Approach to Working With Clients

Our planning process is uniquely designed to allow clients the time and  latitude to make comfortable, educated decisions about choosing us as their partner in financial success.

We have a very low-pressure, multi-step process:
  1. You interview us.
    Not sure about meeting with a financial planner?  Heard some bad things?  We understand.  You cannot be too careful in today’s world.  That’s why our first meeting is all about you “kicking the tires” with us.   As you learn about our firm, our values and what makes us different, we learn about you, your goals and your specific concerns.
  2. Fact Finding and Data Gathering
    If we mutually agree that we are a good fit for your planning needs, we’ll schedule another appointment to gather information to perform a detailed analysis of your current situation.  We don’t rush this step.  We believe any great plan is based on truly understanding what’s important to our clients so our planning is as accurate as possible.
  3. Stress Testing and Strategy Development.
    After we feel we thoroughly understand your situation, your goals and your objectives, we put your current strategy through a battery of planning tests to see where the strong and weak points reside. We can then develop a plan that better complements some of the areas that are already working.
  4. Review Plan and Implement Value Added Strategies.
    After educating our clients about their present situation and making recommendations,  we’ll begin to implement any necessary changes or additions to your plan.
  5. Systematic Plan Review and Monitoring.
    This is by far the most important step in any relationship.  Together, we meet throughout the year to adjust our client’s plan based on life and economic changes.  Additionally, your customized online client portal will be set up and is integral in the careful monitoring of the planning we’ve executed.
  • Take The MissionPoint Stress Test

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Securities offered through Securities America, Inc. Member FINRA/SIPC. Check the background of your financial professional at FINRA's BrokerCheck. Advisory services offered through Securities America Advisors, Inc. Mission Point Planning and Retirement, and the Securities America Companies are unaffiliated.
Securities America and its representatives, Mission Point Planning and Retirement do not provide tax or estate planning advice. These services are provided in conjunction with a qualified tax and/or estate planning professional.
This site is published for residents of the United States, is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed."

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on the following objective criteria: Credentialed as an investment advisory representative (IAR) or a registered investment adviser; Actively employed as a credentialed professional in the financial services industry for a minimum of five years; Favorable regulatory and complain history review; Fulfilled their firm review based on internal firm standards; Accepting new clients; One-year client retention rate; Five-year client retention rate; Non-institutionalized discretionary and/or non-discretionary client assets administered; Number of client households served; Educational and professional designations. Wealth managers do not pay a fee to be considered of awarded.

* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

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