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The Process


Our team of experienced professionals is dedicated to helping guide you on the road to financial independence. We believe in a disciplined process in order to maintain focus on your individualized needs.

 

The first step on your journey begins with listening to your needs. As your advisor, we will take an in-depth look at your financial and life history. Where have you been? Where are you now? Where are you going? What are your goals for the future? With your input, we will develop a plan to help you work towards those goals with regular checkpoints for reviewing goals, communication, monitoring and rebalancing, if needed.

 

We will create a risk profile and personalized investment policy based on your financial risk tolerance and goals. We will also review your current portfolio and recommend any changes necessary to help address your needs and objectives.

 

Determining how you should allocate your assets is an important and essential part of your financial success. We have the access to a variety of investment options and have the flexibility to keep your portfolio diverse and on track towards achieving your goals.

 

We will regularly monitor your portfolio and conduct periodic reviews with you. We will generate consolidated performance reports and adjust and rebalance your portfolio as necessary.
 
 
 
 
 

Asset allocation does not ensure a profit or protect against a loss.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

 

© 2018 Wadley Financial Group, LLC | 415 Horizon Drive, Building 200, Suite 200, Suwanee, GA 30024 | All rights reserved
P: 678-551-6400 | F: 678-551-6401 Lisa@wadleyfinancialgroup.com |
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Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC

The LPL Financial Registered Representatives assocaited with this site may only discuss and/or transact securities business with residents of the following states: AL, CO, FL, GA, IA, IL, IN, MN, NC, NY, SC, TX, VA, WI