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MITCH

MCLEAN

‍‍‍‍‍‍W

‍‍‍‍‍‍W

WEALTH CREATION

Planning

I believe that True Financial Planning involves more than just portfolio discussions and we have developed a 6 Step Wealth Management Process designed to help individuals make intelligent long-term decisions in the face of short-term emotions.

Our disciplined process begins with a thorough foundation of holistic financial planning and delivers a written and customized wealth plan.

Once a plan is implemented, a structured review program is put in place that continually pursues wealth building opportunities for our clients. As a trusted financial advisor, I take pride in our ability to provide a high level of service and act as clients personal wealth manager.

Our Process

1. Financial Planning Review

2. Discussion Paper/Strategic Options

3. Planning Presentation

4. Develop Asset Allocation/Investment Policy Statement

5. Estate and Insurance Analysis

6. Monitor Results

Helping individuals make intelligent long-term decisions in the face of short-term emotions