"We offer a trusted, caring partner to guide you in making wise financial decisions for today and tomorrow."

Lori Watt, Founder and President

The Investors Advisory Group Client Experience

Whether you’re intent on building net worth, preserving your estate for your family or charities, managing wealth in retirement, or planning to pass on your business, Investors Advisory Group (IAG) can objectively review each situation, identify problems, and make appropriate recommendations. Individuals, families, retirees, and businesses receive a level of personalized attention that follows a successful path of understanding your goals first and developing a plan to help you work towards them.

1. Discovery Meeting

  • Introduction to Investors Advisory Group (IAG)
  • Current financial position and future goals
  • Conversation of personal and financial objectives, goals, dreams, and challenges
  • Levels of service – how to engage with IAG

2. Development of your WealthVisionSM

  • Team collaboration
  • Customized plan created
  • Establish your retirement “Green Zone”
  • Personal meeting to review customized plan

3. Develop a Customized Portfolio GPS

  • Determine investment objectives
  • Create risk guidelines
  • Analyze current investment portfolio
  • Develop asset allocation strategy
  • Construct portfolio
  • Personal meeting to review Customized Portfolio GPS and determine next steps

4. Implementation

  • Open new accounts
  • Transfer existing assets
  • Implement agreed-upon investment strategy
  • Conduct 45-day follow-up meeting with Personal Financial Homepage
  • Monitor WealthVisionSM plan and Portfolio GPS proactively
  • Offer ongoing educational seminars and client appreciation events

5. Initiation of Additional WealthVisionSM Solutions

  • Estate planning
  • Income Management
  • Insurance and liability management
  • Longevity planning
  • Charitable giving
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©2018 Investors Advisory Group, LLC

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Investors Advisory Group, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states: AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, MA, MD, MI, MN, MO, NC, ND, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WI, WY.