Home|About WFG|Products & Services|Resources|Client Account Access|Health Insurance Quotes|Contact Us

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 meet 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 meet 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 to achieve 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.


© 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 |
Disclosure | Contact Us

Registered Representative of INVEST Financial Corporation, member FINRA /SIPC, and its affiliated insurance agencies offer securities, advisory services and certain insurance products. INVEST is not affiliated with other entities named.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

INVEST Financial Corporation’s Privacy Policy