Financial Planning

The process of financial planning can seem like an overwhelming task for most people that is why we use a team approach to the process. REM have several people associates that have many years of experience. Financial Planning is a lifelong process.

The Financial Planning Process
1. Setting Goals and Objectives
2. Data Gathering (We need to see where you are currently, assets, liabilities, goals and wishes)
3. Analysis and Solutions (Retirement, Education, Starting a business so many components that are different for each individual. Accurately compiling this info in the beginning will make the process much easier going forward.)
4. Recommendations (Choosing the right products for your situation is very important, they need to people product that can change and adapt as your situation evolves.)
5. Implementation (This is where we get the products in place to start the wheels in motion.)
6. Follow-up (Like so many things, Financial Planning requires regular follow-up. Meeting with your advisor at least annually is vitally important to the completion of the plan.)

We Are Committed to:

Helping our clients achieve their goals by implementing a planning process

Communicating with our clients on a regular basis

Staying informed so we can keep you informed