Our Process
Personalizing and Customizing
It all starts with you – your goals and plans. We start by listening and we want to know what is important to you and what you care about. Our consultative discovery process helps to construct a dynamic financial plan for you, family and or business.
Intro call or meeting are always free and have no commitments! Largely a casual conversation to make sure we are a good fit. We discuss an overview of our services and which direction is best for you. Then we will discuss where to go next and what is needed to move forward.
Discovery and current position analysis: After we gather your information, understand your current and future goals and plans. We then evaluate the strengths and vulnerabilities of your financial situation. Our collaboration with you and is used to build a sophisticated investment plan. , for example, cash flow, capital needs analysis, asset protection, asset allocation, liquidity, benefit plans, investment strategies, debt management, net worth and more.
Goals and plans: During this process your financial goals are identified, then a feasibility analysis and required capital.
Portfolio planning: Investment strategies, asset allocation and rebalancing, retirement plans and strategies, accumulation planning, risk tolerance evaluation.
Estate plan integration review titling, beneficiary designations, legacy planning, gifting strategies. Investment Management Investment plan execution, monitoring, adjusting and reporting. Evaluating changes in your personal or business circumstances. Review and evaluate changes in the legal, tax and economic environments.
Company retirement and benefit coordination Executive benefit plans, compensation plan evaluation.
Tax planning with efficient portfolio designs. Gain/loss harvesting,
Financial planning is about more than preparing for retirement. It’s about working to achieve short, mid and long-term goals, and helping protect the most important things in your life.
At Nations Advisors we will work with you to create an uniquely customized plan that includes a clear framework for you to reach your financial goals and is flexible enough to meet your changing needs.
The first step to achieving financial security is creating a strong financial strategy. We will work together to prepare a plan that helps you:
- Prepare for a comfortable retirement or minimize your current taxes
- Pro-actively manage and control debt, from major purchases to preparing for a child’s post-secondary education
- Provide for your loved ones or heirs in the event of death, disability or critical illness
- Protect your business and your employees through affordable benefits
