Our Process

Our Process

  

How do our financial advisors deliver such comprehensive service?

To the team at Strong Tower Associates, no two individuals’ financial planning, and asset management needs are the same. Our State College financial planners take the time to create a tailored strategy based on your specific needs, goals, and circumstances, leveraging their experience and expertise to deliver the best guidance and advice possible.

Over the years, we’ve developed a sound process for making sure we cover all your bases before outlining and executing an effective strategy:

Step 1 — Create a Vision

We begin with an initial meeting, during which we discuss your needs and goals and determine the direction you would like your financial planning to go. We will also identify your financial strengths, opportunities, and any potential hurdles in your way.

Step 2 — Assess Your Needs

In our second meeting, we will dive into your finances, getting all accounts and documentation organized so that we can determine a clear path forward. We’ll also address and correct any problems or areas of concern.

Step 3 — Implement Your Strategy

Our third meeting will focus on building and implementing your financial plan based on a mutual understanding of commitment and trust. Our ultimate goal is to give you a path toward the retirement you’ve always imagined.

Contact an experienced State College financial planner today

To learn more about our process and how it could bolster your financial planning strategy, speak with a skilled financial advisor at Strong Tower Associates. Our team proudly serves clients in Altoona, Lewisburg, Williamsport, York and the surrounding communities in central Pennsylvania. Call us today at 814-325-9806 or contact us online to get started.