Page 1

DRIVEN BY PROCESS

ACCUMULATION

DISTRIBUTION

BUSINESS

BUSINESS EXIT


The Financial Wellness Process The Financial Wellness Process is the means by which our clients organize their financial worlds, protect themselves and their families, and ultimately set themselves on a course towards achieving true prosperity as they define it. Each client realizes these accomplishments as they move through the following steps in the process:

Emotional Blueprint, Process, Expectations

The Vision Builder

Review of Improvements, Introductions

The Impact & Evaluation

Organization, Financial Clarity

The Data Clarifier

Implementation, Investments, Account Aggregation

Risk Management, Eroding Factors, Asset Protection

The Tactical Alignment

The Protection Analysis

The Strategic Alignment Estate Planning, Special Needs

Wealth Building, Retirement Distribution

HiltonGarrison is an Agency of The Guardian Life Insurance Company of AmericaÂŽ (Guardian), NY, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 901 Mopac Expy., Barton Oaks Plaza IV, Suite 150, Austin, Texas 78746, 512-651-2009. PAS is an indirect, wholly-owned subsidiary of Guardian. HiltonGarrison is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 2016-30789 Exp 11/18


Retirement Income Confidence Process

TM

Channel your assets to create streams of income in retirement.

organize

Retirement Lifestyle Blueprint

focus

Retirement Risk Analysis

Implement & Review Retirement Cash Flow Maximizer

Data Gathering

protect During the course of the Retirement Income Confidence Process, we help clients tactically position assets in different buckets to maximize their income while also protecting that cash flow against the many new risks they'll face during this phase of life. This requires a balance of both art and science - providing streams of income that last for clients despite the uncertainty of not knowing how long they'll live, what the stock market will do, what interest rates or taxes will be, whether they'll get sick along the way, or if unexpected liquidity needs might arise. While the financial landscape is different today, the hope of a confident retirement doesn't have to be. HiltonGarrison is an Agency of The Guardian Life Insurance Company of AmericaÂŽ (Guardian), NY, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 901 Mopac Expy., Barton Oaks Plaza IV, Suite 150, Austin, Texas 78746, 512-651-2009. PAS is an indirect, wholly-owned subsidiary of Guardian. HiltonGarrison is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 2016-30789 Exp 11/18

HiltonGarrison_PersonalFinancialReview  

A quick look at how HiltonGarrison helps individuals plan their future finances.

Read more
Read more
Similar to
Popular now
Just for you