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Every Choice Financial Professional follows a collaborative and confidential six-step process based on each individual’s unique set of financial circumstances, needs, and goals.  Every Choice Financial Professional has extensive experience in guiding clients through this proven and effective process.
<strong>THE SIX&#8211;STEP PROCESS</strong>

THE SIX–STEP PROCESS

1. Establish the Professional-Client Relationship
2. Gather Information and Set Goals
3. Analyze Client’s Current Situation
4. Design Strategy and Discuss Options
5. Implement the Strategy
6. Monitor and Review Progress

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How Can We Help You?

Investments

Bonds

Stocks

Annuities

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Government Securities

Treasury Notes


Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Profit Sharing Plans

Buy Sell Agreements

Insurance

Disability Income Insurance

Permanent Life Insurance

Term Life Insurance

Long-Term-Care Insurance

Property & Casualty Insurance

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