Planning Process
FINANCIAL PLANNING CAN BE SIMPLIFIED INTO 3 MAJOR CATEGORIES
PHASE ONE: ACCUMULATION
PHASE TWO: DISTRIBUTION
PHASE THREE: PRESERVATION
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Educating union members like yourself has been at the forefront of our mission. We gather facts, analyze data, and provide financial plans as diverse as our clients.
Once your situation has been analyzed, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
- Investment management
- Employer sponsored retirement plans
- Estate conservation
- Individual insurance and annuity products
- Pension Analysis
- Educational Workshops
- Education planning
Click here to view our Fee Based Investment Advisory Platform:
http://www.emoneyadvisor.com/emacorp/client/DVFG_Web/FinancialPlanning_webHi.htm
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