The ASC Financial Process Step 1: Getting To Know Each OtherWe believe Confidence and Peace of Mind only comes when you have the core belief that you are trusting your life's savings & financial future to someone who cares about it as much as you do, and has the ability to protect and grow your assets in a safe and secure manner.In our first meeting, we will get to know each other. We will talk about what your financial objectives are and what it is that you're looking to do. We will also discuss a little bit about our financial planning strategies and what we can do to help you achieve your goals.Step 2: Building Your Financial PlanIn our next meeting, we will work on building your financial strategy. Utilizing our unique 3-step review process we will go over your current financial plan and identify and areas where you may have money slipping through the cracks, including:Income PlanningAdvance Tax PlanningInvestment & Risk Management StrategiesEstate PlanningWe will also incorporate Social Security, Pensions, 401ks, Medicare as well as your lifestyle and other aspects of your life that can affect your retirement income and lifestyle. Additionally we will also discuss how to protect your financial future from unexpected expenses and life events.By the end of our meeting you should have a solid understanding of your current financial standing, and what needs to be done in order for you to achieve your financial goals while still retaining the security and peace of mind that will allow you to get a good nights sleep at the end of the day.Step 3: Ongoing & Proactive ManagementAs life changes so should your plans. We will meet on a semi-regular basis and re-evaluate your financial plan, make adjustments as necessary and always ensure that you are on target to achieve our objectives. In addition to our regular reviews, your wealth managers will be actively managing your accounts to help protect and preserve your hard earned assets.Our wealth managers are chosen based on their track record and philosophy that you don't need to lose in order to gain. Those same wealth managers will be managing your money on a daily basis and will work hard to protect, preserve and grow your hard earned assets. In addition you'll always have access to our advisory team who will be overseeing your accounts and will be working one-on-one with you to achieve your financial objectives.Step 4: Legacy PlanningAs your investments grow and your wealth accumulates, we'll start making preparations for creating a living legacy for you to leave for generations to come. We can help you with the safe transfer of your assets from you to your spouse, and the eventual creation of a living legacy.You'll work with our preferred attorneys, accountants and estate planners who are all experts in the best ways to safely and securely transfer your wealth from generation to generation. Whether that's in the form of charitable giving, inheritance, or trusts we'll help you leave the legacy you deserve.Our Commitment To YouAt ASC Financial Group, our commitment to you is to always put your interests first, and do our very best to ensure that your assets are protected as best as possible. Here at ASC Financial Group we're committed to treating and protecting our clients like family. Rediscover what it means to have Confidence and Peace of Mind again by calling us today for a free no-obligation strategy session. Call: (800) 596-8004 or Contact us today.Questions? Ask an ASC financial advisor! ASC's Investment Advisor Representatives are fiduciaries and are always required to provide you with advice that is in YOUR best interest, click to learn more. OR call (800) 596-8004 or click here to schedule a no obligation initial consultation.