Our Process
Our Process
Our Process
In today’s world of commission-free trades and “robo” advice, we provide our clients something different: a long-term focus, personal attention, and proactive planning, all from a trusted advisor. This level of service is not what you’ll experience from the national firms because building strong, trusting relationships is a process that generally cannot be duplicated on a large scale.
In today’s world of commission-free trades and “robo” advice, we provide our clients something different: a long-term focus, personal attention, and proactive planning, all from a trusted advisor. This level of service is not what you’ll experience from the national firms because building strong, trusting relationships is a process that generally cannot be duplicated on a large scale.
In today’s world of commission-free trades and “robo” advice, we provide our clients something different: a long-term focus, personal attention, and proactive planning, all from a trusted advisor. This level of service is not what you’ll experience from the national firms because building strong, trusting relationships is a process that generally cannot be duplicated on a large scale.
With a deeper understanding of our clients’ lives and challenges, we are able to provide very personalized guidance. Our recommendations are built on our distinct industry knowledge in combination with the collective wisdom and perspective of our extended community. These recommendations help our clients avoid major oversights and move confidently toward their best life. For those looking to expand their personal network, we go even further to connect clients in fun and interesting ways. These interactions promote growth, sharing and further extend the community.
With a deeper understanding of our clients’ lives and challenges, we are able to provide very personalized guidance. Our recommendations are built on our distinct industry knowledge in combination with the collective wisdom and perspective of our extended community. These recommendations help our clients avoid major oversights and move confidently toward their best life. For those looking to expand their personal network, we go even further to connect clients in fun and interesting ways. These interactions promote growth, sharing and further extend the community.
With a deeper understanding of our clients’ lives and challenges, we are able to provide very personalized guidance. Our recommendations are built on our distinct industry knowledge in combination with the collective wisdom and perspective of our extended community. These recommendations help our clients avoid major oversights and move confidently toward their best life. For those looking to expand their personal network, we go even further to connect clients in fun and interesting ways. These interactions promote growth, sharing and further extend the community.
Blind Spotting
Blind Spotting
Blind Spotting
Leveraging the community’s experience.
Perspective
Wisdom
Judgement
Disciplined Action
Disciplined Action
Disciplined Action
In depth planning and dynamic advice.
Increase Knowledge
Solve Problems
Invest Wisely
Extending Community
Extending Community
Extending Community
We treat each relationship like family.
Considerate
Generous
Compassionate
Office: (269) 321-5040
Fax: (269) 585-6059
7950 Moorsbridge Road
Suite 104
Portage, MI 49024
Info@626financial.com
Copyright © 2024 FMG Suite. All Rights Reserved
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Office: (269) 321-5040
Fax: (269) 585-6059
7950 Moorsbridge Road
Suite 104
Portage, MI 49024
Info@626financial.com
Copyright © 2024 FMG Suite. All Rights Reserved
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Office: (269) 321-5040
Fax: (269) 585-6059
7950 Moorsbridge Road
Suite 104
Portage, MI 49024
Info@626financial.com
Copyright © 2024 FMG Suite. All Rights Reserved
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Office: (269) 321-5040
Fax: (269) 585-6059
7950 Moorsbridge Road
Suite 104
Portage, MI 49024
Info@626financial.com
Copyright © 2024 FMG Suite. All Rights Reserved
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.