Each step of our process demonstrates our ongoing concern for your well being.
Our total wealth management approach begins with a simple discussion about your life, your family and your aspirations. From there we guide you through a process demonstrating strategies that can best help you pursue your goals.
We make recommendations based on your needs, timeframe, lifestyle goals and a broad range of other quantitative and qualitative data. We explain our recommendations and educate you on the principles and thought processes behind them.
Then we implement and monitor your progress against goals, meeting at least annually to discuss changes in your goals, the economy or the marketplace.
At Inifinity Wealth Alliance, we believe that when you have your financial life in order it’s easier to relax and focus on the people and passions you really care about.
OUR FIVE-STEP PROCESS TO HELP GROW AND PROTECT YOUR WEALTH
- Complete a confidential personal and financial profile
- Prepare a comprehensive financial plan designed to work toward your specific needs
- Explain the different strategies and offer recommendations
- Implement the plan that you agree upon
- Monitor and make adjustments as needed through regular and consistent contact
*Portfolio management and fee-based services are offered through LPL Financial.