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We feel that time is the most important commodity we share as humans! In the financial planning process, time is of unmatched value! When the allocation of time, if done correctly, can create the opportunity to grow and protect wealth.
We listen to you to understand your goals, wishes, and wants. We learn what your current situations are and the risks you face. We disclose our planning process for you and how we work to maximize your time to meet your goals. We discuss the commitment we both make to follow a plan. We each determine if we're a good fit for each other.
If we both determine our alignment is satisfactory, we build a Financial Strategy that considers your financial journey's current status. Our program's comprehensive approach weighs and factors financial variables that span accumulation, retirement, asset protection, and legacy into a synergistic strategy.
After completing the design phase, we meet again to review the information, discuss the uncovered risks and strategies, refine the goals, and discuss the paths moving forward.
During this phase, we implement your Financial Strategy with strict adherence to your wishes and with attention to the current financial stage of your life. We help maximize the time available to achieve your goals, and we try to mitigate any setbacks.
After the first 60 days and then at set intervals during the year, we'll review the plans progress, check the statements and websites to ensure you understand the reported information. Share other unique resources and new capabilities that will be available to you.
You should know that the planning process is never done. The Financial Strategy is a living document that requires constant attention and adjustments to meet your life as it changes. Your needs and priorities will continuously change. As they change, it will create opportunities and risks that will be addressed.
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* Representatives offers products and services using the following business names: Gem State Financial Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Gem State Financial Group.
Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
