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The ASC Financial Process

Step 1: Getting to Know Each Other

We believe confidence and peace of mind only comes with the core belief that you are trusting your life's savings and financial future to someone who cares about it as much as you do and has the ability to protect and grow your assets in a safe and secure manner.

In our first meeting, we will get to know each other, talk about what your financial objectives are and what it is that you're looking to do. We will also discuss a little bit about our financial planning strategies and what we can do to help you achieve your goals.  

Step 2: Building Your Financial Plan

In our next meeting, we will work on building your financial strategy. Utilizing our unique 3-step review process, we will go over your current financial plan and identify any areas where you may have money slipping through the cracks, including:  

  • Income Planning
  • Advance Tax Planning
  • Investment & Risk Management Strategies
  • Estate Planning

We will also incorporate Social Security, Pensions, 401ks, Medicare as well as your lifestyle and other aspects of your life that can affect your retirement income and lifestyle. Additionally we will also discuss how to protect your financial future from unexpected expenses and life events.

By the end of our meeting you should have a solid understanding of your current financial standing.  You'll know what needs to be done in order for you to achieve your financial goals.  We understand the importance of retaining security and peace of mind and the role it plays to ensure a good nights sleep at the end of the day.  

Step 3: Ongoing & Proactive Management

As life changes so should your plans. We will meet on a semi-regular basis and re-evaluate your financial plan, make adjustments as necessary and always ensure that you are on target to achieve your objectives. In addition to our regular reviews, your wealth managers will be actively managing your accounts to help protect and preserve your hard earned assets.

Our wealth managers are chosen based on their track record and philosophy that 'you don't need to lose in order to gain'. Those same wealth managers will be managing your money on a daily basis and will work hard to protect, preserve and grow your hard earned assets. In addition, you'll always have access to our advisory team who will be overseeing your accounts and will be working one-on-one with you to achieve your financial objectives.

Step 4: Legacy Planning

As your investments grow and your wealth accumulates, we'll start making preparations for creating a living legacy for you to leave for generations to come. We can help you with the safe transfer of your assets from you to your spouse and the eventual creation of a living legacy.

You'll work with our preferred attorneys, accountants and estate planners who are all experts in the best ways to safely and securely transfer your wealth from generation to generation. Whether that's in the form of charitable giving, inheritance, or trusts we'll help you leave the legacy you deserve.

Our Commitment to You

At ASC Financial Group, our commitment to you is to always put your interests first and do our very best to ensure that your assets are protected as best as possible. Here at ASC Financial Group, we're committed to treating and protecting our clients like family. Rediscover what it means to have confidence and peace of mind again by calling us today for a free no-obligation strategy session.  Call (614) 392-1843 or Contact Us today.

Questions? Ask an ASC financial advisor! ASC's Investment Advisor Representatives are fiduciaries and are always required to provide you with advice that is in YOUR best interest, click to learn more, call (614) 392-1843 or click here to schedule a no obligation initial consultation.