As the owner of a business or a farm, a professional, a pre-retiree, or a widow or divorcee, you know you do not want to leave your future to chance.

Have you been asking questions like these?

  • How can I make the most of my resources?
  • How much do I need to save so that I don’t run out of money in retirement?
  • How can I make the most of my qualified retirement plan (or plans)?
  • How can I best pay for future healthcare?
  • How much can I count on Social Security to help to fund my future?

Now Is Your Time for Answers.

That’s why we developed the illuminating 4-Step 1816 Wealth Management Financial Planning Process. This process utilizes our world-class software created by Moneyguidepro.

We focus our 121 years of combined financial services experience on you – where you are today, where you would like to head in the future, and which strategies will help you get there.

Helping You Unlock Your Dreams and Desires 

SRO Financial Planning Process

We become your Financial Coach at your side through these four stages of planning:

One: Identify Your Financial Issues and Opportunities

We listen to you to understand your current situation.  We ask about your goals, your perspective on risk, and liquidity needs.  We also bring to light any gaps that could be barriers to achieving your goals

Two: Develop Financial Strategies

Here we support your goals through appropriate asset allocation and professional investment management.

Three: Recommend and Implement Solutions

We review our recommendations with you and, also, the steps required to implement your plan.  Once you approve, we put your plan into action.

Four:  Monitor Your Plan and Review Results

We study your results:  How well is your plan performing to help you reach your goals? 

We listen to your feedback and ideas. 

We initiate changes and continue to monitor your plan to help ensure it’s working for you through all the changes in your life . . . and in the world around you.

We invite you to take the next step and engage in our enjoyable and enlightening Financial Planning Process.  Contact Us HERE