Step One explains my role as a financial services professional and the goal is to work collaboratively with you to reach the ultimate goal, which is to put a comprehensive plan in place. And the best way to do so is with a systematic approach.
Step Two encompasses detailed questions about your financial well-being. This begins with a Personal Risk Analysis and incorporates the elements of discovery and client feedback to approach your specific situation.
Step Three uses technology to determine if there are parts of your strategy that include creating new accounts or purchasing new financial products. We utilize forward-thinking technology, such as electronically-generated and pre-populated forms with e-signature capabilities, to make this process as easy as possible.
Step Four addresses your long-term success and incorporates adjustments as you deal with potential life changes or desired modifications. Helping you thrive in a new generation of retirement goes beyond any initial recommendation and is based on our ongoing commitment to your retirement goals and objectives.
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.
Opinions expressed herein are solely those of Quality Financial Planning, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Quality Financial Planning, LLC an Investment Advisor in the States of Texas and Florida. Being registered as an investment adviser does not imply a certain level of skill or training.
Insurance products and services are offered through Reyes Benefits, Inc., an affiliated company. Quality Financial Planning, LLC and Reyes Benefits, Inc. are not affiliated with or endorsed by the Social Security Administration or any government agency.
The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Texas or Florida where otherwise legally permitted.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
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