Our Process

To provide a first class retirement planning experience, Vestment Advisors Financial Group offers many additional services that you won't always find with other financial planners.

Our thorough 4-Step Planning Process is designed to help guide you in the right direction. Here are the steps we take:

Discover – Capturing your goals and desires
Diagnose – Gap analysis – where you are/where you are going
Design – Specific to your goals
Deliver – Ongoing process of getting you to your end goal

Discover
Our approach to comprehensive planning begins with a personalized discovery process where we determine where you are today and what your plans and goals for the future might look like. We will take a detailed look at what you want to accomplish with your money, your hopes and dreams, and any concerns you may have about your financial future.

In the Discovery Stage we begin with an objective, clear and easy to understand discussion about your wealth building machine - you. It is based on how you envision your ideal direction. By the end of our opening meeting you will see your direction unfolding in front of you.

Diagnose
In the Diagnostic Stage we will thoroughly analyze your current direction, your investment strategy and compare them to your goals and objectives. This will help us determine if there are any gaps or shortfalls and if you are properly and efficiently allocated to meet your goals.

We will review insurance options to determine if you are properly protected and to see if you can save any money on insurance in the future. We look at each of these items from a tax-efficient basis, to see if there are ways we might be able to save you some tax dollars.

Design
In the Design Stage we create a step-by-step plan for helping you reach your objectives. You will see exactly how your Social Security, pensions and investments can be utilized each year. You will also see how much you will need each year to compensate for inflation and taxes. In addition, it will show you how long your funds might last.

We offer you solutions that could dramatically improve your retirement outlook. You will walk away with a detailed report illustrating an action plan for reaching your desired financial future.

Deliver
In the Delivery Stage we will help you implement your plan. We will make specific product and investment recommendations to help you reach your goals. In addition we will meet with you annually to update your plan as things change in your life.

You will be amazed how much better you’ll feel just knowing that you have taken action for a better tomorrow.