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Our Specialty

The WealthBridge Way

1

Discovery Meeting

Understand your unique goals and objectives

2

Data Gathering

Gather your data to develop your personal plan

3

Analyze and Develop the Plan

Analyze the data and develop solutions

4

Plan Presentation

Review and discuss recommended strategies

5

Plan Implementation

Implement plan recommendations

6

Plan Monitor and Update

Monitor your plan and update accordingly

Grow

One of the important parts of planning for your financial future involves making educated decisions about managing your savings in order to help grow your wealth.

For those who start financial planning at a younger age where there may be more appetite for risk, our advisors will guide you accordingly.  As you near retirement, protecting your assets becomes more important as the runway for recovery in the market decreases, encouraging a more conservative approach.  Wherever you are in life, you can count on your advisor to be your trusted partner in presenting and assessing opportunities and risks in helping to grow your wealth.

Investment Process

1

Define Investment Needs and Objectives

2

Develop Long Term Investment Strategy

3

Design Appropriate Asset Allocation

4

Evaluate and Select Managers / Strategies

5

Implement Portfolio Construction

6

Monitor, Analyze, and Report Investment Results

7

Consider Changes in Objectives, Strategy, and Managers

1

Define Investment Needs and Objectives

2

Develop Long Term Investment Strategy

3

Design Appropriate Asset Allocation

4

Evaluate and Select Managers / Strategies

5

Implement Portfolio Construction

6

Monitor, Analyze, and Report Investment Results

7

Consider Changes in Objectives, Strategy, and Managers

Protect

Protecting all you've accumulated is a core part of your financial journey. In addition to planning long-term and investing your wealth appropriately, ensuring that you have the right insurance protection for your assets is critical.

Your WealthBridge Insurance Agent will assist in analyzing your needs, identifying appropriate coverage, recommending solutions from a wide array of reputable carriers, implementing your decisions, and reviewing your policies on a consistent basis to adjust as necessary.

1

Analyze Specific Needs

2

Identify Appropriate Types of Insurance Coverage

3

Recommend Specific Products Solutions from Top Carriers

4

Implement Recommendations

5

Policy Review and Maintenance

Protection Planning Process

1

Analyze Specific Needs

2

Identify Appropriate Types of Insurance Coverage

3

Recommend Specific Products Solutions from Top Carriers

4

Implement Recommendations

5

Policy Review and Maintenance

Connect with a Financial Professional in Your Area

Connect with a Financial Professional in Your Area