Financial Planning Process
To ensure you will have a higher probability of reaching your financial goals, AG Financial follows a simple, yet comprehensive "needs-based" financial planning process that involves:
AG Financial begins the Financial Planning Process by identifying your specific financial objectives. To do this, we gather your personal financial information needed to help us understand your current financial picture and goals. Next, we analyze the information gathered and process a comprehensive financial plan based on your needs. This financial plan will help provide the answers to the concerns all of us have about wealth and retirement. From there, we will design a prudent strategy dictated by your financial needs using principles in Modern Portfolio Theory/Mean Variance Optimization Methodology. We will then implement your investment allocation and monitor your progress each year.
AG Financial | |
Salt Lake City Branch: 2825 East Cottonwood Pkwy, Suite 500 Salt Lake City, UT 84121 P 801-990-3470 TF 866.990.3470 F 801.990.3469 info@agfweb.com |
Scottsdale Branch: 16427 N. Scottsdale Rd., Ste. 410 Scottsdale, AZ 85260 P 480.656.2850 (By Appointment Only) |
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