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The Financial Planning Process
Our planning process begins with a meeting to get to know you, and developing a profile so we can get a clear vision of your financial future. Discussions will center on your goals for wealth creation, wealth distribution, and wealth preservation. Our process includes:

  • Help you establish your ideal and acceptable goals 

  • Prioritize those goals

  • Analyze your current investments and allocations

  • Determine your appropriate risk tolerance

  • Recommend a plan toward reaching those goals

  • Recommend appropriate investments and allocations in implementing your plan

  • Use sophisticated statistical and financial modeling to determine probability for success

  • Monitor progress on an ongoing basis

  • Make adjustments as needed along the way
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5885 Landerbrook Dr. Suite 304 | Mayfield Heights, OH 44124 | (440) 446-1000

Disclaimer: The opinions expressed herein are those of the writer (Forefield Inc.) and may not reflect those of Wunderlich Securities, Inc. or any of its affiliates.  The information herein has been obtained from sources believed to be reliable, but we can not assure its accuracy or completeness.  Neither the information or any opinion expressed constitutes a solicitation for the purchase or sale of any security.  Any reference to past performance is not to be implied or construed as a guarantee of results.

The tax information provided is not intended to be a substitute for specific individualized tax planning advice. We suggest that you consult with a qualified tax advisor.

Securities offered by Wunderlich Securities, Inc. Member FINRA/SIPC

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This communication is strictly intended for individuals residing in the state(s) of AK, AZ, AR, CA, CO, CT, DE, FL, GA, IL, IN, KY, MD, MA, MI, MN, NV, NJ, NM, NY, NC, OH, PA, SC, TN, TX, UT, VA, WA and WV. No offers may be made or accepted from any resident outside the specific states referenced.
 


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