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The first step in this process is establishing a level of familiarity between our advisors and our prospective clients. It is important, from the very beginning, that there is a synchronized understanding of your financial concerns, goals and objectives so that an appropriate strategy can be constructed. In moving forward with the process, we add to our knowledge of your situation through the fact finding process. During this stage we will gather personal information and determine your appetite for risk. This is an important stage because it will add to the synchronized understanding we share with our clients so that not only will we be on the same page as our clients concerning their goals, but also, their risk tolerance will dictate the path they choose for us to get them there.

For more information, feel free to call our team at 972.770.4840

Call Capital Advisory Group today and change your perspective.