We are a dedicated team of professionals and partners within this collaboration that has been supported by the expertise of our company’s consultants, auditors and tax specialists in many parts of the world. A dedicated senior partner here at The Financial Advisor and Retirement Planning Consultant of Atlanta will be assigned to assist you, coordinates sector including profession specific experience in our company to render high quality personalized service.

We help our clients to get to where they want to be. Things may be easy. But, wait, first things must be prioritized. To know better where you would like to go, it will be a nice idea to find out how you can get there. As we claim to provide the best financial adviser services, we:

Define and establish the customer-planner relationship. Our financial planners would explain to you their roles and their responsibilities, including yours. It is simply because we are big believers in transparency. Our financial planner will make you understand how they would be paid and by whom. Both the planner and you would agree on the general length for professional relationship and how decisions can be made.

We collection information about our clients, which include their financial goals. The planner and you must mutually define the financial and personal objectives that you have. This job also involves understanding the time frame for results and discuss what you think and feel regarding the risk when relevant. We will obtain all the needed documents prior to give you the piece of advice you require.

Analyze & assess your financial condition. The financial planner will analyze your personal details to evaluate your recent situation and then to determine what should be carried out to reach your objectives. Based on the services you’ve asked for, your financial adviser may evaluate the assets you have, the cash flow and liabilities, the recent insurance coverage, tax strategies and investments.

Picture

Develop & present financial planning suggestions or alternatives. Your financial planner would cover all the recommendations we give with you to assist you in making informed decisions. The financial adviser must listen to all your concerns and then chance the suggestions when needed or appropriate.

Implement the suggestions. You and the financial planner must agree on the way suggestions would be performed. For instance, the financial advisor might execute the needed steps on your behalf or to serve as a “coach” only, coordinating financial management together with you as well as some other professionals, like stockbrokers and lawyers.

Monitor and create needed adjustments. You and your financial planner must agree on who would monitor the progress towards attaining your objectives. When your financial advisor will be in charge of this process, he or she must report your financial state to you occasionally and modify the plan of action if needed.