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The Financial Planning Process


1. Establish and define the client-planner relationship.

2. Gather client data, including goals.

3. Analyze and evaluate your financial status.

4. Develop and present financial planning recommendations and/or alternatives.

5. Implement the financial planning recommendations.

6. Monitor the financial planning recommendations.

 
 

Securities products and investment advisory services offered through registered representatives / investment advisor associates of Ameritas Investment Corp.  Shore Financial Group, LLC is not an affiliate of AIC.  Member NASD / SIPC.
 

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