"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 Personalized Planning Process

Understand – Design – Implement – Manage

Your financial plan should be as individual as you and your needs. Investors Advisory Group (IAG) makes it a priority to provide the resources, collaboration and tools you need to make informed decisions. This starts by asking questions to understand what is most important to you and your family. Only then can we provide you with a customized financial planning framework that matches your situation and goals.

Once your plan is implemented, your WealthVisionSM personal financial home page will keep track of your progress in real time. With dynamic updating of your assets, debts, and cash flow, your IAG advisor can help you monitor your complete financial picture.

Investors Advisory Group will analyze all pieces of your financial life and provide objective and honest opinions that serve your best interest. Watch this short, informative video featuring Certified Financial Planner™ Practitioner Chris Mitchell.

We believe a personalized financial plan is your path toward financial confidence.  We’d like to tell you more. Take advantage of a complimentary portfolio review.

1. Initial Meeting

  • Understand your values and priorities
  • Explain our philosophies and services
  • Is IAG a good fit for you?

2. IAG Fact Finding

  • Obtain your full financial picture
  • Identify your goals, risk tolerance, and timelines

3. Portfolio Analysis and Strategy Development

  • Evaluate current situation relative to goals
  • Identify strengths, shortfalls, and opportunities
  • Develop written comprehensive financial plan

4. Plan Presentation

  • Discuss goal achievement strategies
  • Examine comprehensive recommendations (retirement, investments, risk management, estate, taxes, and philanthropy)
  • Answer questions
  • Develop implementation timeline

5. Plan Implementation

  • Open new accounts
  • Initiate transfer of existing assets
  • Implement agreed-upon strategy
  • Monitor and update progress
  • Set up online account access
  • Conduct 45-day follow-up meeting
  • Schedule review meetings/revisit goals

6. Plan Management

  • Compare goals to results
  • Discuss changes to financial situation
  • Adjust plan as necessary at regularly scheduled meetings
  • Coordinate with other advisors
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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.

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