Investment Process

At The Ries Financial Group, we understand that all of the pieces of your life interlock, like the pieces of a jigsaw puzzle.  The pieces of your investment plan should interlock too, eventually creating the picture of your tomorrow you wish to see.  That's why we work with you to examine, organize, assemble, and complete your investment plan, while providing a key piece in the puzzle:  objective, professional advice.

 

Organizing the Pieces

We review your financial statements, insurance, and other documents together and, more importantly, we listen to you.  We get to know you on a personal level so that we understand your priorities in life and your tolerance for risk.  Based on this understanding, we lay all of the puzzle pieces out on the table, right side up.

 

Separating the Pieces

The four cornerstones of investment planning — retirement, estate planning strategies, protection, and investment — become the four corner pieces of your personal puzzle as we recommend the strategies designed to suit your present needs and future goals.  With this framework in place, we can fill in the rest of your puzzle together.

 

Assembling the Pieces

We piece together the center of your investment planning puzzle using asset allocation, systematic investment research, and non-proprietary, unbiased product selection.  We proceed carefully, acting in your best interest, so we never try to jam in a piece where it doesn't belong.  We assemble a clear picture that meets your approval.

 

Completing the Puzzle

After completing the puzzle, we regularly check it to be sure the pieces are still working well together.  Just like a puzzle, your investment plan can be taken apart and reassembled, so as your individual situation and financial markets change, we re-configure it together to make sure the picture continues to match your needs and goals.

 

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Check the background of this financial professional on FINRA's BrokerCheck