We believe in a detailed, five-part approach that helps us understand your goals and implement strategies that offer you diverse opportunities to help maximize your money, assets and lifestyle throughout your lifetime and beyond.
Phase One: Clarity and Goals. It is important from our very first meeting that we gain a clear understanding of your finances and assets and how we can put them to work to provide you with a plan that addresses your goals for your life and your family. Our clients tell us it’s one of the most important conversations they’ve ever had.
Phase Two: Your Plan. We understand that every client has a unique set of financials, goals and dreams. That’s why we create each plan from scratch with your collaboration. No cookie cutter plans here. Your plan is developed based on your individual needs and takes a holistic view that encompasses wealth management, preservation and protection.
Phase Three: Your Team. Your financial planning team often goes beyond your advisor. Depending on your plan, there may be attorneys and specialists that we highly recommend to guide you through areas such as risk management, college funding, corporate benefits and more. Each professional on your team will give you the help and guidance you need to make the best decisions for yourself, your family and your business.
Phase Four: Putting Your Plan Into Action. Once you feel comfortable with our recommendations, we will begin the implementation of your plan. You’ll hear from your advisor regularly to keep you informed and answer questions along the way.
Phase Five: Progress Report. At Tower Hill Financial Group, our goal is to provide you with clear communication on a consistent basis so you can feel confident in our dedication to your financial future. You will receive regular account reviews, updates and reports that show how your plan is progressing. We believe strongly in open and honest communication from the minute we meet through the implementation of your financial plan.
Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.