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Comprehensive Financial Planning

What is Comprehensive Financial Planning?

Comprehensive financial planning is a multi-step process based on mutual trust. At Premier Financial Group, we use our unique discovery and assessment process called eMoney. We start with an in-depth review of your current financial situation and personal goals. Using that information to steer our recommendations, we create a plan to show you how to achieve your objectives. Finally, we implement strategies to get you on course. We consistently monitor and review your progress to keep you on track to reach your goals.

We provide comprehensive financial planning clients with their own financial website to track their accounts, set and monitor financial planning goals and store all their important documents in one place.

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The first step in developing your financial plan is to meet with an advisor. Contact us to set up a no obligation complimentary consultation.

A comprehensive financial plan incorporates four cornerstones for financial success.

  1. Cash Management

    We look at your overall financial picture to see where you are starting. We assess your cash reserve levels and develop strategies for building them up to appropriate levels, if necessary. We take into consideration potential emergencies, your income and expenses and outstanding debt, with a focus on maintaining adequate cash flow.

  2. Generational Wealth

    We put plans in place to help mitigate taxes and protect the assets you’ve worked hard to attain. Transferring properties, businesses and other assets can be complicated.  We offer experienced, qualified support, enabling you to navigate the complexities of succession and estate laws without suffering financial losses that can be avoided with proper care and attention.

  3. Investments and Financial Planning

    As part of our process, we’ll work to identify any gaps between where you are now and where you’ll need to be as you get closer to retirement, and we’ll set up plans to close those gaps. Using sound investment strategies, we organize your investments appropriately for long-term growth.  Once you’re ready for retirement, we’ll adjust your approach according to your circumstances at that time.

  4. Wealth Protection

    Protecting your assets ties in closely to protecting those you love the most, whether you’re considering a transfer of property or business, or you’ve experienced a loss due to death or accident. Losing a loved one or experiencing other devastating losses brings turmoil, no matter what the financial consequences are. Having financial protections in place minimizes the long-term financial and emotional effects when disasters occur. Planning for the unexpected is an essential component in a sound comprehensive financial plan.

The first step in developing your financial plan is to meet with an advisor. Contact us to set up a no obligation complimentary consultation.

Our Process

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