Building out a comprehensive financial plan will serve as your “blueprint” or “road-map” for organizing and outlining your personal financial picture from point A (today) until point B (the end of your or your spouse’s life). Having a financial plan in place allows you to focus on your goals and objectives while understanding efficient ways to achieve them. Your plan will not only provide oversight on your investment portfolios, but it will also help identify opportunities in generating cash flow needs, tax planning, insurance opportunities, and estate planning.
Step 1 > Evaluation Meeting to define your financial goals and objectives
What you have and what you need
It all begins with us listening carefully to understand your financial goals and objectives. We will work with you to outline and define your goals by (1) separating your needs from your wants (2) setting a clear and defined timeframe, and (3) making sure each goal is quantifiable and achievable.
Step 2 > Gather Data
Our team will work with you to gather the data needed to analyze your current financial picture by reviewing your income, assets, liabilities, insurance coverage, investment portfolios, tax exposure, and estate plan.
Step 3 > Prepare an Investment Plan
How to get there
Our team will build and present you with a detailed financial “blueprint” that is personally designed to help you achieve success as you’ve defined it.
Step 4 > Implement Strategies
Activate your plan
The strategies that we develop together are implemented as we work towards achieving your goals in the most efficient capacity.
Step 5 > Monitor Plan and Review
Optimize to achieve goals
The financial planning process does not end once your plan has been created. Our team will conduct periodic reviews and provide ongoing plan monitoring to ensure your strategy remains in line with your objectives and adjustments are made as life changes occur.
Unique solutions for business owners and entrepreneurs.Learn More
Helping you manage your financial success.Learn More
Helping you establish and oversee a variety of plans.Learn More
Trusted and comprehensive guidance to support your needs and corporate mission.Learn More
Delivering strategic solutions to support and sustain the mission of your foundation.Learn More
A pragmatic approach to wealth management.Learn More
Although these publications recognize me with these wonderful accolades, I know I could not achieve this success without my wonderful team here at Normann Financial Group. I want to congratulate my team for our recent recognition by Forbes and Barron’s magazines.
In April 2022, we were recognized once again by Forbes “Best in State” Wealth Advisors for 2022. Most recently, in March 2023 for the 4th consecutive year, we were also excited to be recognized by Barron’s in their 2023 Top 1,200 Financial Advisors. See the full rankings here: https://www.barrons.com/advisor/report/top-financial-advisors/1000?page=1&
Please help me in congratulating them.
"The essence of investment management is the management of risks, not the management of returns."
Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.Learn More
There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.Learn More
Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in the country.Learn More
Barron’s Top 1,200 Financial Advisors 2023, is based on the period from 9/30/2021 – 9/30/2022 and was released on 03/15/2023. 5,630 nominations were received and 1,200 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/3ZXDxGa
The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.