Sloan, Giguere, Gisleson & Associates
SERVICES
Call us today to get started. Our conversations may focus on these financial topics:
Call us today to get started. Our conversations may focus on these financial topics:
INVESTMENT AND RETIREMENT PLANNING NEEDS
​
• Annuities
• IRAs and Educational IRAs
• Mutual Funds
• Managed Money Accounts
• SIMPLE IRAs and 401(k)s
ASSET PROTECTION
AND RISK MANAGEMENT
​
-
Life Insurance
-
Disability Income Insurance*
-
Long-Term Care Insurance*
-
Property & Casualty Insurance*
* Availability varies by carrier and state
BUSINESS PLANNING NEEDS
​
• Business Continuation Funding
• Executive Compensation Funding
• Key Person Insurance
• Non-Qualified Deferred Compensation
• Group Benefits
​FINANCIAL PLANNING PROCESS
A financial plan provides a comprehensive roadmap to help you meet your goals after a thorough evaluation of your current financial position.
Define the Relationship
* Your objectives and concerns
* The process
* Expectations and fees
Client completes financial profile
Plan Review
* Review custom recommendations and strategies
* Answer questions
* Review action plan
* Chart specific, time sensitive path for achieving financial goals
Establish Goals
* Develop specific, measurable goals
* Uncover "why" behind the numbers
* Begin prioritizing
Financial Planner begins analysis
Implementation and Monitoring
* Act on recommendations according to timeline established in action plan. Together, we agree to a future monitoring strategy
*You have a choice to implement the recommendations in your financial plan on your own, with your Financial Planner or through another financial services professional. If you choose to implement your plan with your Financial Planner, he or she may sell other services and products to you in his or her capacities as (i) an investment advisor representative (“Advisory Representative”), (ii) registered representative of Pruco Securities, LLC, and/or (iii) a licensed insurance agent of Prudential (collectively “Prudential Representative”.)
Analysis Meeting
* Verify plan data
Highlight areas of concern or opportunity
* Share initial findings
Develop "what if" scenarios
Financial Planner develops custom recommendations & action plan