Whether you are a beginner or experienced investor, here at ATA Financial Group, we can provide you with insight and guidance based on an understanding of your unique situation. We offer a complimentary no-obligation financial review.
In our meeting, we will go through 6 steps:
- Identify your goals and the level of importance of each goal.
- Identify the financial resources that will help fund the achievement of your goals.
- Determine the balance of investment risk and return that is appropriate for you.
- Create your personal plan outlining the investment and insurance services needed to help you achieve your retirement goals.
- Review and discuss your plan results together.
- Discuss the steps needed to put your plan into action.
- Review your Social Security strategy.
- Establish the proper savings strategy.
- Discuss an appropriate asset allocation strategy for your investment portfolio.
Our goal is to enhance your investment experience and better recommend strategies to help you meet your long- and short-term financial objectives.
If you would like to learn more about our investment services, contact us at 610-433-3866.