Peacock Financial will develop, execute and support your comprehensive Strategic Financial Plan™ using our proprietary 4-step process, which is proven and powerful. You will experience an increase in your peace of mind and have the security of knowing your financial objectives are looked after.
Imagine your confidence when you are set free from the uncertainty and the anxiety of not knowing where you want to be and exactly how you are going to get there!
During this stage, we engage in the following:
Review your current financial status and life goals.
Review your personal and financial history.
Perform an income and expense audit.
Assess your risk profile.
Help you plan for your estate beneficiaries.
The completion of the The Vision Telescope™ lays the ground work to help simplify the planning and decision making process. This enables Peacock Financial to complete your Strategic Financial Plan™ that will guide you specifically towards where you want to be.
The Strategic Blueprint™ focuses on developing a strategic road map of the specific options available to you that will help accomplish your personal and business financial goals. During this stage we engage in the following:
Collect and organize all existing financial planning documentation.
Document existing business and financial structures and data.
Assess your financial strength.
Provide cash flow analysis.
Review investment planning opportunities.
Identify tax and estate planning efficiencies and opportunities.
Upon completing The Strategic Blueprint™, Peacock Financial can then positively identify the key elements of your Strategic Financial Plan™ so that you can succeed through out all future stages of your financial lives.
The Success Formula™ assists you with the selection and implementation of the financial decisions, products and investments that support the specific goals that you have laid out in your Strategic Financial Plan™. During this stage we engage in the following:
Perform a competitive product analysis.
Select the best solutions.
Assist with the selection of discretionary or private money manager.
Provide complete underwriting support and supplier company communication.
Upon completing The Success Formula™, we finalize your Strategic Financial Plan™ that will guide you towards where you want to be. Peace of mind, security and a feeling of accomplishment are the result.
Once your Strategic Financial Plan™ is in-force, it is critical to monitor your progress to ensure goal achievement. Peacock Financial meets with you on a consistent basis to ensure continuing clarity within your decision making and goal achievement program. During this stage we engage in the following:
Consistently monitor, review and adjust your portfolio when necessary.
Provide quarterly performance reports.
Meet with you upon request and annually to update your Strategic Financial Plan™ and review progress.
Continuously monitor the tax efficiency of your financial plan and initiatives.
The Confidence Consolidator™ is much more than a review. We focus on assessment of new and emerging issues, as well as long range planning and forecasting. As new priorities, issues and opportunities come into view, we will integrate them into your Strategic Blueprint™.
Strategic Financial Plan™
The Strategic Entrepreneur Program sets your goals into action. Our 4-step proprietary process and customized Strategic Financial Plan™ will create a clear path to a confident and secure financial future.
