Financial Planning Process

"The difference between goals and accomplishments is discipline."

 

	Consultation
Monitor &  Review		Analysis
	Solutions

At Centinel Financial Group, LLC, we employ a 4-step financial planning process that considers your needs and goals, as well as a variety of financial information to create a customized wealth management strategy. This process is ongoing, in that we're here to guide you and make necessary changes to your strategy as the years go by.

Step 1: Consultation
The first step in our Financial Planning Process is to simply get to know you, your financial situation, and your needs. With our 40 years of experience, team approach, knowledge and dedication, you can be assured that we will understand your personal and business goals and translate them into customized, meaningful solutions.

Step 2: Analysis
Our advisors and representatives will take your input and conduct a thorough analysis of your current financial situation. In order to offer you truly comprehensive service, we coordinate with your attorneys, accountants and other advisors to help provide a strategy that supports your overall long-term personal and business goals.

Step 3: Solutions
We understand that each person and each business is unique, and therefore, faces distinct challenges. Your personalized financial strategy will address the challenges that are most important to you and your financial future.

Step 4: Monitor and Review
Our relationship with you doesn't end with the implementation of your financial strategy. We will meet with you on a regular basis to monitor your evolving needs and goals in light of changes in investment and economic markets, tax laws and more. We will then help you make systematic changes as appropriate. We pride ourselves on this commitment and look forward to strengthening our relationship with you as our client over many years.

Our financial analysis and recommendations are not intended to replace the need for independent tax, accounting or legal review. Individuals are advised to seek the counsel of such licensed professionals. Centinel Financial Group, LLC, John Hancock, Signator Investors, Inc., nor any of its affiliated companies provide specific tax or legal advice.

Signator Investors, Inc. provides fee-based advisory accounts and fee-based financial planning and only qualified representatives enrolled in the Signator Investors, Inc. Corporate Registered Investment Advisor Program may offer these advisory products and services.