Our Client-Centered Process
Our goal at Wealth Protection Strategies is to provide you with the most informative, simple process to help you identify your financial goals, and put the steps in place to reach them. We support you every step of the way, and it begins with establishing close, trusting relationships with our clients.
- Identify Your Goals
Our initial meeting we will spend the time to get to know more about you and what is most important to you. We gather all information so that we can provide a comprehensive analysis. Also, we have found that when our clients are connected to the “why” behind their plan they are more likely to follow it and feel more secure.
- Manage Your Risk
We will review a comprehensive financial plan and identify any areas that can use improvement. We will discuss all risks that are associated with your plan including, investment risk, shortfalls for goals, and gaps in insurance planning.
- Implement Your Plan
After reviewing your plan we will create an implementation schedule based on what you feel comfortable implementing and the time frame that is best for you. Our team will help in coordinating all necessary documents and walk you through the onboarding process.
- Achieve Your Goals
We know that your life, business, and family are ever changing and your financial plan needs to reflect that. We meet with you on a regular basis to review your plan and adapt to your current situation.
WPS is the destination of choice for a broad spectrum of insurance and financial products from top companies in the industry. This flexibility and choice allows us to use the most appropriate protection and wealth management products to help meet our clients' needs.
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