At the Armstrong Advisory Group, we walk our prospective clients through a simple three-meeting process. This is how it works:
The First Meeting
During your first complimentary, no-obligation meeting, you’ll get to know your prospective advisor and have the opportunity to share your story so we can understand your current financial situation.
- Identify Your Needs and Goals
You and your prospective advisor will discuss the timing of your retirement, income needs, the financial legacy for your family, and how you want to live once you retire.
- Review Your Statements and Taxes
Our advisors closely examine your financial statements to comprehend your current financial situation and understand how you have been managing your money to this point.
- Determine Improvement and Path
Based on this review, the advisor will determine the most suitable path to improve your current investment strategy.
- Invite for Second Meeting
If the advisor identifies areas for improvement, they will invite you to a second meeting to present their in-depth findings.
The Second Meeting
During your second meeting, which is also complimentary and requires no obligation, the advisor will provide you with their analysis of your financial situation, as well as a written investment recommendation. Here are the key topics our advisors will discuss during the meeting:
- Net worth verification
- Asset allocation
- Geographic analysis
- Sector weightings
- Portfolio income generation
- Style box breakdowns
- Volatility and risk statistics
- Interest rate risk
- Fee structure and costs
- Portfolio diversification
- Individual holding details
- Cash flow analysis
The Third Meeting
Once you have decided to engage us for advisory services, your new advisor will establish your accounts and request account transfers. With a few signatures during your third initial meeting, we will take on the burden of ensuring a smooth and orderly transition. You can sit back, relax, and let our attentive, experienced, and knowledgeable team take care of the rest.
Are you ready to get started? Schedule your complimentary, no-obligation financial consultation with a member of our advisory team by calling (800) 393-4001 or filling out the form on this page. We look forward to meeting you!