Advisors Management Group, Inc. has a dedicated team of financial planners ready to assist in this area. They will use your background information to develop an achievable plan that will let you know you are on the path to success. Here is what a client at Advisors Management Group, Inc. could expect to experience by partaking in the financial planning process:

• During the initial meeting, the planner will gather the necessary information to complete the plan and discuss future goals and potential barriers to reaching those goals.
• The planner will then develop a plan based on the given information.
• The clients and the planner will then meet again to go over the plan and make any changes or look at alternative scenarios.

 

Plan to have this available while completing your Financial Planning Questionnaire, and/or bring the following information to your first meeting:

• Investment and retirement account statements
• Amounts being contributed to those accounts along with any matching percentages
• Social Security statements
• Pension statements
• Tax Return
• Monthly expenses including mortgage payments
• Current Paystubs
• Future goals and desired retirement age