In our first meeting, we'll get to know each other and what’s important to you. We'll talk about what your financial objectives are, and what it is that you're looking to do. We will also share a little bit about who we are, our financial planning strategies, and what we can do to help you pursue your goals. At the end of the meeting we will be ready to move to the next step.
Next is a more in-depth meeting to learn all about you, your family and your goals. We will review how your goals match up with proven strategies and products to discover great options for consideration. This meeting will help us take that first step in transforming your future by creating road maps that help you navigate life's obstacles to get you where you want to go.
Guided from our Map Your Options meeting, we will develop a plan that fits your goals, your lifestyle and your future. We realize that along the way life changes, so we believe your plans should as well . Once you come on-board with us, we will meet on a quarterly basis and re-evaluate your financial plan, make adjustments as necessary to make sure your plan is on target to help achieve your objectives. We are your partners for life!
After our Introductory call, our Discovery meeting, and our Planning stage, we understand and encourage you to take time to think about what we have discussed and presented. This is an important step in your life and we want you to feel comfortable that being a part of our family is right for you. During this time we encourage you to reach out to us with any additional questions you may have, so you can make a decision that is right for you! Once you confirm, we are ready to become your partners for life and start helping you plan well, retire well and live well.
Our commitment is to always put your interests first, and do our very best to help ensure that your assets are protected as best as possible. Here at Lovett and Associates, we're committed to treating and protecting our clients like family. Rediscover what it means to have confidence again.
Our financial strategies are chosen based on their ability to help protect our client’s assets during times of market volatility, while still helping capturing market upswings during times of growth. As your fiduciary we will work hard to help protect, preserve and grow your hard earned assets. In addition, you'll always have our team that will be working one-on-one with you to pursue your financial objectives.
*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.