Our Process

Our Process

Over the past 31 years we have established a process that incorporates each of the key aspects of your financial security:  Wealth Creation & Asset Protection, Retirement Income Planning and Legacy & Estate Transfers. Using a comprehensive and holistic planning approach, we incorporate all aspects of your financial picture to position your family to grow and protect your assets - with an emphasis on tax efficiency.

We begin with an Initial Meeting where we get to know one another and discuss what is important to you in terms of your specific financial objectives and concerns, your expectations of our working relationship and a review of your current position relative to your desires.

Next, through a thorough Assessment of your current holdings, planning objectives, timelines and personal risk profile we will identify the Planning Phase most appropriate to begin with, and develop a comprehensive strategy geared to your long-term success.

Implementation may involve portfolio allocations, specific securities and/or product selection and potential referrals to our staff and network of planning professionals with specific expertise – all of whom are committed to making your experience efficient and easy.

Review and Monitoring of your accounts for performance and suitability is done on a regular basis.  When circumstances and/or market conditions change materially we will be in contact to discuss potential revisions and adjustments to keep you on course.  Of course, you are always welcome and encouraged to contact us if you have any questions or concerns at any time!

Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: California, Colorado, Oklahoma, Texas, Washington. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Paolucci Financial Services are not affiliated.

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