Our Process
How our financial advisors deliver such comprehensive service.
The advisors at Strong Tower Associates understand each client is different. We know that no two individuals’ financial planning needs will be nearly same, which is why we create a plan focused toward your financial goals. Our financial planners take the time to create a tailored strategy based on your specific needs, goals, and circumstances. Leveraging their experience 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 with our clients. This is very important and during the meeting we discuss your needs, and goals, to help us determine the direction you would like your financial position to be in retirement. 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 implement 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 advisor today.
If you want to learn more about our process, and how it can bolster your financial planning strategy. Schedule a meeting today to speak with one of our financial advisors at Strong Tower Associates. Our team serves clients in State College and the surrounding areas and communities in Central PA with offices in State College, Lock Haven, Lewisburg, and Altoona. Call us today at 814-325-9806 or contact us online to get started.