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How We Help

Our Process

Our Process

Our biggest hope for you as our client is that you will achieve confidence. So we do a few things to help ensure it:

1. Initial Discussion: 

  • Our first meeting is all about you. We will spend our time discussing and prioritizing your goals, reviewing statements and answering questions you have about us.

2. Next Discussion: 

  •  Before we get back together, we will review your current financial situation in more depth.
  •  We will then discuss with you customized planning and investment strategies
  •  After working together on your plan, we will set the timeline for implementation.              

3. On-Going:

  • Meet regularly to review your plan and make sure you are on track
  • Discuss any new goals and identify further financial blind spots
  • Life changes frequently. Our team is always available and open to discuss your plan.
Our Services

Our Services

At Agency Wealth Partners, we are in the business of orchestrating financial futures. We help people take control of their lives with goals-based financial strategies that are impartial, objective and customized.

  • Investment Planning & Management
  • Retirement Income Planning
  • Distribution Strategies
  • Planning for Loved Ones
  • Cash Flow
  • Income Tax Planning
  • Risk Management and Insurance
  • Estate Planning
  • Charitable Giving