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"AS IN MOST SUCCESSFUL MATCHES, SOME OF THE BEST FOOTWORK ISN'T DONE ON THE COURT, BUT ON THE DRAWING BOARD BEFORE THE BALL EVER HITS THE GROUND.  IT'S PLANNING, CALCULATING AND FINE-TUNED IMPLEMENTATION THAT MAKES FOR A SUCCESSFUL PORTFOLIO."


INVESTMENT SERVICES


  • Retirement Planning

  • College Funding

  • Wealth Transfer

  • Charitable Giving

  • IRA Distribution Planning

  • Financial Planning Review

  • 401(K) Plan Design and Implementation

  • ESG product inclusion


WEALTH PLANNING


  • HOLISTIC Investment Planning and Management

  • Insurance and Risk Management Planning

  • next gen financial planning

  • wealth transfer and legacy planning

  • Coordination with other financial professionals

Click here for an exhaustive list of services.


THE FOLLOWING STEPS MAKE UP THE FINANCIAL PLANNING PROCESS:

  1. ESTABLISH AND DEFINE THE CLIENT -PLANNER RELATIONSHIP.

  2. GATHER CLIENT DATA AND DETERMINE GOALS AND EXPECTATIONS.

  3. ANALYZING AND EVALUATING THE CLIENTS' FINANCIAL STATUS.

  4. DEVELOP AND PRESENT THE FINANCIAL PLAN TO THE CLIENT.

  5. IMPLEMENT THE FINANCIAL PLANNING RECOMMENDATIONS.

  6. MONITOR THE FINANCIAL PLAN RECOMMENDATIONS.


WORKING WITH RENAISSANCE ADVISORY GROUP, LLC WILL SERVE AS A SINGLE AND FULLY ACCOUNTABLE-POINT OF CONTACT, PROVIDING ACCESS TO OUR TEAM OF SPECIALISTS AND ARRAY OF RESOURCES.


READY TO GET STARTED? CONTACT US.