OUR PROCESS
What are your goals and how can we help? Good financial guidance requires a team of experienced professionals that can help tackle every aspect of your finances. Tudor professionals come from a variety of backgrounds, experiences and training to help you along your way and provide solid advice for your financial life. Our professionals look at where you are and develop an approach to get you where you want to be.
Exclusive Services for You:
- Retirement Planning
- Financial Planning
- Investment Management
- Wealth Accumulation Phase Advice
- Estate and Tax Planning – Coordinated With Your Professionals
- Risk Management: Investment Risk Levels Evaluated
- Asset Protection/Insurance Reviews
1
Let’s find out where you are. Let’s take a snapshot of your current situation: this gives us our starting point. In this initial step, we also want to identify your goals and individual financial personality and investment comfort levels. There is no cost to initially meet with us and to go through Step One.
2
Now that we know where you are, we come up with a game plan to move you incrementally to where you should be to achieve your lifetime financial goals. This requires an analysis of multiple options and occurs only after considering your unique financial personality.
3
Once we evaluate beneficial options and establish an ideal range of strategies, we communicate this to you for your review. If you come on board with selected recommendations and strategies, we take care of all the paperwork and initiate the process of putting strategies into place.
4
Now that we know where you are, we come up with a game plan to move you incrementally to where you should be to achieve your lifetime financial goals. This requires an analysis of multiple options and occurs only after considering your unique financial personality.
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* Testimonials provided by existing clients, no compensation of any kind was provided in exchange for the testimonial, this experience may not be representative of all clients of Tudor Financial