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The Armstrong Advisory Group Process 2017-10-02T19:42:43+00:00

Our Process

At the Armstrong Advisory Group, we take our prospective clients through a three-step process. During your first meeting, you’ll get to know your potential advisor and have the opportunity to share your story so we can understand your existing financial situation. We want to identify your needs and goals, review your statements and taxes, and determine if there is a more suitable path to follow to improve your current financial standing. At your second meeting, your advisor will provide you with his or her analysis of your financial situation, as well as a written investment recommendation. There are a number of key topics that will be discussed in this meeting including:

  • Net Worth Verification
  • Asset Allocation
  • Volatility and Risk Statistics
  • Interest Rate Risk
  • Geographic Analysis
  • Portfolio Income Generation
  • Portfolio Diversification
  • Cash Flow Analysis
  • Fee Structure and Costs

The third meeting will occur once you’ve decided to engage us for advisory services. Your new advisor will establish your accounts and request account transfers. We’ll have you sign a few documents and then you can relax while our attentive and knowledgeable team take care of the rest including ensuring a smooth and orderly transition.

Schedule Your No Obligation Financial Review.