Strittmatter%2BWealth%2BManagement%2BGroup%2BFort%2BWorth%2BFinancial%2BFirm%2BSpecializing%2Bin%2BRetirement%2BPlanning%2Bfor%2BAT%2526T%2BEmployees%2BOur%2BProcess

01. Identify Your Goals & Objectives

Where you want to be

  • Retirement

  • Investments Future Plans

02. Gather Your Information

What You Have

  • Current Investment Statements

  • Tax Returns

  • Estate Planning Documents

03. Perform Analysis

What You Need

  • Defining Gaps

  • Researching Options

  • Running Projections

  • Comparing Alternative Scenarios

04. Create Your Plan of Action

How To Get There

  • Provide Detailed Recommendations

  • Present Your Comprehensive Written Report

  • Educate on Financial Topics

05. Implement Your Plan

Activate The Plan

  • Execute Wealth Strategies

  • Initiate Protection Plan

  • Allocate Investments

  • Utilize Tax Strategies

06. Monitor Your Progress

Optimize to Pursue Goals

  • Meet Regularly

  • Make Adjustments

  • Maintain a Proactive Approach

  • Utilize Private Financial Website