Module 3: Solutions

The simple fact is that most people are procrastinators.....particularly when it comes to following through with the necessary steps recommended in your financial or estate planning reports. We are committed to helping you through each stage of the process by getting together to review the report with you. As some of the recommendations or concepts may be hard to comprehend, we are there to make it easier for you to understand and ultimately take advantage of the strategy(s). 

Often solutions recommended in the various plans involve meeting with one or more specialists either within Assante Wealth Management or other professional firms. We try to provide the solutions.....other firms are utilized to actually implement them. The process is designed to save clients the excess time and expense of having to go it alone by trying to coordinate their own planning with many different advisors.