Making a plan could be complicated. Learn everything you can first.
Our Five-Step System
Finding A Financial Services Professional
Fact & Feeling Finding
Solutions & Executing
Our process starts with the first appointment. Here our financial advisors get to know our client and they get to know us. We go over our process and our philosophies for retirement planning. We also fully disclose how our team is compensated in the first appointment. We’ll collect all necessary documents and provide a proposal.
During the second appointment we go over the proposal and make sure our client understands it. The client is then given time to study the proposal to see if there are any questions or concerns that they may have.
Finally, the third appointment allows the client to express any concerns and have questions answered about the proposal. If the client still feels satisfied and fully understands the proposal, the proposal is executed upon.
Once we fully understand your specific situation, we begin to build a financial planning strategy to suit your needs. Assets fall under five broad categories:
Initially, we identify a broad set of diversified asset classes to serve as the building blocks for your portfolio. Our approach also evaluates each asset class on its potential for capital growth and income generation, volatility, correlation with the other asset classes (diversification), and inflation protection.
Research has consistently found the best way to maximize returns across every level of risk is to combine assets and allow individual securities to generate alpha.
Investment advisory services offered through Strategic Wealth Investments, LLC. a registered Investment Advisor in the state of TN. Insurance products and services are offered through Strategic Wealth Management. Strategic Wealth Management, LLC and Strategic Wealth Investments, LLC are affiliated companies.