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Insurian Advisory, Inc.
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Financial Planners
&
Registered Investment Advisors!
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____________________
Financial Planners
&
Registered Investment Advisors!
_______________________________
True financial planning
involves a holistic 360°ongoing approach to the
managing of all areas of one's business and personal financial life. The
result is a tailor-made financial blueprint that may comprise one or
several financial components and products. Any one financial decision
may impact other areas as well. A mortgage decision to finance one's
business or home, or an insurance decision to protect one's assets
should not be made in a vacuum, but rather see to it, that other aspects
of the total financial picture have been considered as well. This approach
is Insurian's and is our most definite value-add. Our planning model below
attests to that.
managing of all areas of one's business and personal financial life. The
result is a tailor-made financial blueprint that may comprise one or
several financial components and products. Any one financial decision
may impact other areas as well. A mortgage decision to finance one's
business or home, or an insurance decision to protect one's assets
should not be made in a vacuum, but rather see to it, that other aspects
of the total financial picture have been considered as well. This approach
is Insurian's and is our most definite value-add. Our planning model below
attests to that.
Financial Planning
process involves several steps:
1.
Initial client interview
2. Determine client's financial position.
3. Determine client's requirements.
4. Develop a financial plan proposal.
5. Submit proposal to client.
6. Engage client.
7. Gather data.
8. Analyze data.
9. Design plan.
10. Research solutions.
11. Develop plan content.
12. Present recommendations.
13. Implement solutions.
14. Coordinate third party providers.
15. Take some assets under management
16. Review plan periodically
2. Determine client's financial position.
3. Determine client's requirements.
4. Develop a financial plan proposal.
5. Submit proposal to client.
6. Engage client.
7. Gather data.
8. Analyze data.
9. Design plan.
10. Research solutions.
11. Develop plan content.
12. Present recommendations.
13. Implement solutions.
14. Coordinate third party providers.
15. Take some assets under management
16. Review plan periodically
* We do not do any Tax Planning without coordinating with the client's CPA.
* We do not do any Estate Planning without coordinating with the client's Attorney.
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