Our Process

Our Process

The ASC Financial Process

Step 1: Getting To Know Each Other

We 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 Plan

We use a proprietary Retirement Risk Report to analyze your current portfolio and identify areas where you may be at risk of losing money. As part of this customized report, we will analyze your:

  • Tax Risk
  • Market Exposure
  • Asset Allocation

We can help you determine if you’re on track to generate enough income in retirement to meet your goals. Additionally, we will discuss how to protect your financial future from unexpected expenses and life events.

Completing the Retirement Risk Report is the first step in helping you design a strategy to help reduce your market risk without sacrificing potential growth.

Step 3: Ongoing & Proactive Management

As 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 Planning

As 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 You

At 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, call (800) 596-8004 or click here to schedule a no obligation initial consultation.

Get Your Retirement Planning Questions Answered

We Are Here to Help

Schedule a complimentary 15-minute call with one of our advisors.

You can also call us directly at (800) 596-8004.