Our Process
Becoming a client
At Assante, we make sure you have all the information you need before making such an important decision as choosing a financial advisor. We provide all prospective clients with a detailed advisor profile, explanation of our services, and a company overview that explains the advantages we offer to our clients. We listen to your goals and dreams, evaluate your current financial situation, then formulate a plan to help you meet those goals. In the end, you will have a plan that addresses all of your needs by providing the most effective solutions for you and your family.
To learn more about the benefits of being an Assante client, take a closer look at our customized approach below, or contact me at your convenience for a private consulation.
Our 5 Step Process
Step 1 | Our “client focus” is primarily for families owning private companies, professionals engaged in private practice and individuals looking to maximize value during retirement. |
Step 2 | We outline available resources to fund your individual retirement plan. |
Step 3 | We clearly identify opportunities such as debt coverage, income interruption exposure, tax optimization strategies and then explore solutions. |
Step 4 | We provide you with a formal written plan: your own “Financial Blueprint”, which shows where you can be (financially) at age 40, 65 and beyond. |
Step 5 | We meet with you regularly to provide updates and, if necessary, recommend alterations to your plan. |