Our rigorous approach combines data-driven insights and intuitive understanding
Invest Time Today for a
More Profitable Future
The Most Comprehensive Planning
Investing Time Pays Off Financially
How much time are you willing to invest to create a financial plan that will help provide for you and your family now and in the future? To keep your business healthy from inception to growth to sale?
We’ll invest seven months. Yes, seven months. In the context of your life and business, this is a small and necessary investment.
Our financial planning process is the cornerstone of our business and your successful financial future. It helps us serve you more holistically, today and in the future. And our clients love the results.
What do we do that takes so long?
month 1:
Collecting Data and Setting Goals
To create a customized financial plan that works for you, we need to know who you are: your values, your concerns, your needs for today, and your dreams for the future.
We’ll help you gather all your financial data and statements, so we can understand your current financial and risk status. This data will help us determine vital items to address and tailor a financial road map to build the financial plan we create together.
Next, the fun begins.
Months 2–6:
Creating Your Plan, Step by Step
We’ll next work with you over a series of meetings on:
• Financial statement organization
• Cash flow budgeting and analysis
• Income tax planning
• Investment planning
• Debt management
• Goal funding
• Education funding
• Capital needs analysis
• Risk management
• Retirement planning
• Estate planning
• Business planning and consulting
We look so deeply into your financial life because it’s the best way to help you get the results you’re looking for, whether that’s:
• Financing your children’s education to relieve the financial burden
• A vacation home
• Early retirement
• Providing for your family in the event of premature death or disability
• Ensuring your assets are properly structured after you are gone
• Whatever your goal is
Month 7:
Launching Your Financial Future
After all the meetings and analyses, we’ll come up with a comprehensive financial plan, one that is customized to your needs and fulfills your dreams.
But we don’t just give you a fat binder and leave you to figure it out. We’ll walk you through each step of the plan and help you implement and execute each action item by:
• Managing the investments recommended in your plan, setting you on your journey to financial wellbeing
• Working with your accountant or assigning one of ours
• Reviewing your plan 3 times a year, half-year, or year to keep you accountable as your path evolves
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Osaic Wealth Form CRS
Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Additional investment advisory services offered through Strategic Financial Advisors Corporation, a registered investment advisor. Strategic Financial Advisors Corporation and Strategic Financial Services Corporation are not affiliated with Osaic Wealth, Inc.
This communication is strictly intended for individuals residing in states where the contracted representative is licensed. No offers may be made or accepted from any resident outside the specific state(s) the representative is registered. Current registered states: AZ, CA, CO, CT, DE, FL, GA, KY, MD, NJ, NM, NY, NC, PA, SC, TN, TX, VA. Please contact us to determine the states in which each representative is registered.
Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. Osaic Wealth, Inc. does not provide tax or legal advice.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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