Wealth Management ProcessTM
How It Works...
Define Your Vision
Our proprietary Wealth Management ProcessTM seeks to achieve our client's goals by first meeting to communicate objectives and goals.
Liberty Wealth Management will perform and in-depth review of your financial situation, including but not limited to investment statements, insurance policies, tax documents, annuity statements, real estate holdings, wills and trust documents, in order for you to meet your goals and objectives.
Wealth Management Solutions
We will present a comprehensive plan that will illustrate where you are currently and what needs to be done in order for you to meet your goals and objectives.
Once a plan has been presented and agreed upon it is swiftly put into action and then monitored.
Wealth Management Review
As we continuously monitor the progress of your plan we are also keenly aware of aspects that may deviate from the ultimate goal. If a portion of your plan starts to deviate, we make modifications to keep everything on track.
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