The Advanced Folio Process

"Predicting rain doesn't count...building arks does!" ~ Warren Buffett

The AdvancedFolio Process is designed to help you take control of your financial future and ensure that you are making the strongest possible decisions today, tomorrow, and long into the future.

Step #1: Getting To Know Each Other

In our first meeting, we will get to know each other. We will briefly discuss your financial situation and goals and see if the AdvancedFolio team is the right fit for your financial needs.

Typically the first meeting is scheduled for about 15-minutes.

Step #2: Building Your Financial Plan

In our next meeting, we'll work on building your financial strategy, which includes:

  • Income Planning
  • Social Security Timing
  • Advance Tax Strategies
  • And Investment & Risk Management Review

We'll cover Social Security, Pensions, 401k's, and Medicare, as well as your lifestyle and other aspects of your life that can affect your retirement income. We will also discuss how to protect your financial future from unexpected expenses and life events.

By the end of our meeting, you'll have a solid understanding of your current financial standing and actionable steps you can take to help you improve your finances and achieve your long-term financial goals with confidence.

Step #3: Implementation

If you decide to work with us, we'll help you implement the action plan. We'll work with you to take control of your finances, reduce risk, protect your life savings, pay less in taxes, and live the life of your dreams.

Step 4: Ongoing & Proactive Management

As life changes, so should your plans.

We will meet on a regular basis and re-evaluate your financial plan, make adjustments as necessary, and always ensure that you are on target to achieve your objectives.

In addition to our regular reviews, our team will be actively managing your accounts to help protect and preserve your hard-earned assets.

Our strategies are chosen based on their ability to protect our client's assets during times of market volatility while still capturing market upswings during times of growth.

As your financial advisor, we will work hard to protect, preserve, and grow your hard-earned assets.

Step 4: Legacy Planning

As your investments grow and your wealth accumulates. We will help you turn your savings into a living legacy for your spouse and future generations.

We'll help you create a private wealth management team consisting of attorneys, accountants, estate planners, bankers, and other financial professionals. As your advisor, we will help you build and coordinate your team to help you manage your wealth and leave the legacy you deserve.

Our Commitment To You
As Fiduciaries

Our commitment is to be transparent, honest, put your interests first, and help you make the best financial decision for yourself and your loved ones.

As fiduciaries, we are committed to treating and protecting our client's assets like our own.

Rediscover what it means to have Confidence and Peace of Mind again.

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