Investment Strategies and Financial Planning
Investment Strategies: Wealth Strategies Financial Group has an open architecture model with zero proprietary requirements, which means we are able to choose from the many options within the marketplace and utilize financial products from multiple carriers and not just those manufactured by our Broker-Dealer and affiliated companies. This helps ensure that you are recommended the financial product(s) that best fit your specific financial situation.
Financial Planning: Comprehensive, fee based financial planning can help you identify your unique goals and objectives, financial and otherwise. Our advisors design a customized strategy to help you reach those goals. During the financial planning process, we analyze 6 fundamental areas, investments, insurance, financial position, estate planning, taxation, and retirement. After the analysis, we provide recommendations and if desired , we continually monitor your portfolio as a whole to make sure it is appropriately positioned to progress toward your long‐term goals. Using financial planning software eMoney360, you’ll have access to your written, comprehensive plan, complete with customized recommendations and in-depth, thorough analysis. You’ll also have optional access to your own personal website, which is an aggregated platform that links all of your assets, investments and liabilities in real-time.
Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.