When it comes to financial planning, there is only one person that matters: You. Because this is your life. These are your goals and dreams.
As the driving force behind the process, the more engaged you are, the better the chances that you will be able to create and fund the life you’ve always wanted. Initially, you’ll have the better understanding of where you currently stand as well as where you want to go. We’ll help you determine how to get there. And together, we’ll bring your vision for the future into sharp focus so you can begin to prepare for it now – pausing now and again to enjoy life’s great moments along the way.
While our planning process can be divided into four steps, it really is an ongoing endeavor that evolves as your life circumstances change. With Quad Cities Investment Group by your side, you can be confident that your financial plan is created, implemented, and monitored with your unique objectives in mind.
A plan is of no value unless it is based upon an understanding of your unique circumstances.
That’s why we begin simply by getting to know you.
It starts with a conversation. A conversation in which we take the time to understand the things that influence your decisions regarding money, assess your feelings regarding risk, identify and prioritize your financial goals, and evaluate the current state of your finances. During this part of the process, we will make you fully aware of our capabilities and services, as well as your responsibilities as the most important person in your financial planning process.
Once we have an understanding of what you want, we can begin designing a fully customized plan for your short-and long-term goals, whether it’s securing a comfortable retirement, paying for a child’s education, purchasing a second home, or just saving a bit more each month. We present our recommendations to you, answer your questions, consider alternatives, and outline the steps needed to implement your plan, adding clarity to even the most complicated financial situations.
Next, we put your financial plan into action. We select the specific account types, investment products and services identified in the planning stage, and build your portfolio to your specifications. We work closely with you to complete the necessary paperwork as quickly, efficiently, and conveniently as possible to ensure the safe and fast transition of assets to your new accounts.
But the guidance we offer goes well beyond this. As circumstances change, as questions arise, as economic and market conditions cycle, we’ll discuss the impact of these issues on your long-term objectives. In addition, we’ll work with your other trusted advisors to coordinate all aspects of your financial life.
Consistent guidance. The relationship and service you deserve.
Protecting Your Plan:
Once implemented, we continually monitor the progress of your financial plan to ensure it keeps working for you. As you experience life changes, we will discuss how your new circumstances impact your financial plan, and we’ll recommend and make any necessary adjustments to keep your plan moving forward.
Our systems for protecting the integrity of your plan are numerous.
Our team-based system of checks and balances serves to monitor your plan and portfolio with one goal in mind – to preserve and improve the success of your overall financial objectives.
Protecting Your Assets:
Protecting Your Privacy: