Broker Check

OUR PROCESS

Lovett & Associates' process is simple, straightforward, easy to remember, and at no cost to you.  Our process is as follows:


Our first point of contact with you is a complimentary 15-minute phone call to get to know each other and what is 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 bit about who we are and what we can do to help you pursue your goals. At the end of our conversation, we will schedule our first in-person meeting that works according to your schedule.


After the "Let's Chat" phone call, we will schedule a more in-depth in-person meeting to learn all about you, your family, and your goals.
In this meeting, we will review how your goals match up with proven strategies and products to discover great options for consideration. These options will provide the building blocks to assemble your customized plan. Next, we will schedule our second in-person meeting based upon your schedule.

As a result of our first in-person meeting, we will review your customized plan option that fits your goals, lifestyle and future. We believe that your financial life is unique and that your plan should be customized to your life providing you with the best opportunity to live the retirement of your dreams. We encourage you to take some time to think about the plan as 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. As you decide, we encourage you to reach out to us with any questions you may have, and we will schedule our third in-person meeting to finalize your plan and get you started.

During our third in-person meeting, we will take care of the proper paperwork by having you sign your plan documents, and we will answer any other questions you may have. We realize that life can bring many changes, so we believe your plan should as well. We will meet every quarter to evaluate your financial plan, and make any adjustments necessary to ensure your plan is on target to help achieve your objectives. We are your partners for life, and we look forward to helping you plan well, retire well, and live well.

Our commitment is always to place your interests first and do our very best to help ensure that your assets, are protected as best as possible. At Lovett and Associates, we are committed to treating and protecting our clients like family.

Our financial strategies are chosen based upon their ability to help protect our client’s assets during market volatility while still helping to capture market upswings during growth. As your fiduciary, we will work hard to help protect, preserve, and grow your hard-earned assets. In addition, you always have our team working one-on-one with you to pursue your financial objectives.