HILL COUNTRY

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Trek

The final step is to present recommendations that best fit your current/future needs. We'll walk you through each recommendation so you can make the best informed decision.

Review Personalized Recommendations & Implement an Investment Strategy

  • Align your strategy & goals

  • Discuss investment options​​

  • Review insurance rate options

  • Coordinate any specialized planning with your accountant or attorney

Ongoing Services

Trek

We'll review your current situation to determine what you need to do to meet your retirement & savings goals.

Examine Your Current Situation

  • Take a financial inventory

  • Get Organized

    • Online financial management​

Time to Discover Your Dreams

What Risks are You Vulnerable To?

  • Underinsured: life insurance

  • Inability to work:

    • Long & short term disability​

  • Financial fraud​

  • Outliving your money

  • Chronic health conditions

  • Poor investment management

What's Your Investment Style?

Understanding Your Investment Objective

  • Tolerance for risk

  • Time horizon

Survey

Survey

We'll review your current situation to determine what you need to do to meet your retirement & savings goals.

Examine Your Current Situation

Time to Discover Your Dreams

What Risks are You Vulnerable To?

  • Underinsured: life insurance

  • Inability to work:

    • Long & short term disability​

  • Financial fraud​

  • Outliving your money

  • Chronic health conditions

  • Poor investment management

What's Your Investment Style?

Understanding Your Investment Objective

  • Tolerance for risk

  • Time Horizon

Once we've organized your assets, and reviewed your potential risk exposure, we will analyze your current insurance coverage, retirement & education savings strategies.

Review of Financial Inventory

  • Create a personal financial statement 

  • Consolidate & organize important documents for convenient access

Develop a Spending & Savings Strategy​

Define Your Financial Goals & Timeframes

  • What does retirement look like?

  • Paying for private or higher education

  • Assistance in selecting & choosing employer benefits

Mitigate Vulnerabilities to Risks

  • Analyze life insurance needs

  • Analyze disability insurance needs

  • Fill in gaps for your retirement goal

  • Analyze future health & elder care needs: personal or family member

  • Adjust investments to compliment investment style & goals

  • Review fraud prevention best practices

Navigate

Navigate

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