OUR PROCESS

Once you become a client you can expect the following process to take hold:


 

DISCOVER

The Albany Wealth Group will discuss and review your financial landscape and your desired goals.

CREATE

We will then design a custom financial plan to meet your short-term and long-term goals.

IMPLIMENT

We will assist in the implementation of the financial plan.  This includes making investment recommendations on assets held both with us, in retirement plans as well as with other advisors. In addition to implimenting your investment strategy, we will begin to discuss and impliment planning necessary around tax efficiences, your estate as well as your benefits (health plans, company plans, equity etc).

MANAGE

Continuously monitor and update your financial plan based on life's ever-changing circumstances.