Our Process at Stong Holsten Wealth Group, LLC

Building Strategies Client by Client

The first thing you should know about our process is that it's never the same twice. We change our methods and adapt our approach to the unique lives and goals of each client.

The first step, though, is always the same: a conversation. We start by discussing your current financial situation at length, assessing your comfort with risk, determining your time horizon, and defining each of your near- and long-term goals.

From these discussions, we will develop a financial plan, design an investment portfolio and present you with our recommendations. Then, with your review and approval, we'll implement a comprehensive financial strategy that is yours alone.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. © 2010 Raymond James Financial Services, Inc. member FINRA/SIPC.


Home Our Services Our Approach About Us Newsletters News & Resources Investor Access Contact Us	Our Process Our Approach \| Our Clients Building Strategies Client by Client The first thing you should know about our process is that it's never the same twice. We change our methods and adapt our approach to the unique lives and goals of each client. The first step, though, is always the same: a conversation. We start by discussing your current financial situation at length, assessing your comfort with risk, determining your time horizon, and defining each of your near- and long-term goals. From these discussions, we will develop a financial plan, design an investment portfolio and present you with our recommendations. Then, with your review and approval, we'll implement a comprehensive financial strategy that is yours alone. Learn more About Us or Contact Us any time.


	Home \| Our Services \| Our Approach \| About Us News & Resources \| Investor Access \| Contact Us Stong Holsten Wealth Group, LLC 2411 Heritage Trail, Suite 5 • Enid, OK 73703 (580) 234-1694 • Fax: (580)-234-7045
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. © 2010 Raymond James Financial Services, Inc. member FINRA/SIPC.