As a firm, our focus is to understand your retirement planning goals & assess your investment management needs. Our first step is to hold an introductory meeting where we will explain our services and learn more about your financial needs and concerns. Assuming that we mutually agree that Dusckas Advisory Group would be a good fit for your situation we will begin collecting information to help us develop a plan. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your plan.
Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with suitable financial advice for your particular situation.
