Getting to Know YouCheck the background of this financial professional on FINRA's BrokerCheck
The initial meeting is the first step in laying the crucial foundation of your financial strategy. Before making any recommendations, we invest time in getting to know you. Building a relationship with you is invaluable in planning a strategy that best fits your needs. In order to understand your current financial situation, we need to gather information in the following six areas.
Building A PlanWe carefully analyze the information so we can begin assembling the financial strategy for you. The end result is our recommendation letter and financial plan. We start by defining a basic strategy for the rest of your life. Then, breaking it down into key categories, we explain the issues and strategies to capitalize on or to mitigate these areas. Finally, we present specific recommendations designed to “Help You Live a Wealthy Life.” Implementing Your PlanOnce the path is defined, we need to carefully implement The Plan. Opening accounts, transfering assets, acquiring insurances, finalizing legal documents and wills in cooperation with your legal advisor while carefully implementing your tax strategy is the foundation of our relationship. 
Building a relationship with you is invaluable in planning a strategy that best fits your needs. "Coming together is beginning. Keeping together is progress. Working together is success." ~Henry Ford
Check the background of this financial professional on FINRA's BrokerCheck
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California Insurance License #: CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. Flodder Financial Group, LLC is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network. AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license. Link to axa.com Please read our Privacy Policy |
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