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Our Team Approach

A Team Approach to Pursuing Your Goals

Like most things in life, an effective retirement plan requires insight and thoughtful, strategic planning. At U.S.Advisory, LLC, we are passionate about helping you get where you want to go, financially. Through a comprehensive planning process, our team helps you prepare for your anticipated retirement date, putting your goals and dreams front and center. When you make the decision to partner with us, we will walk you through a process that is designed to ensure your current needs are met, and your future goals are considered. Imagine being able to enjoy the rest of your life as it unfolds in conjunction with your unique plan.

We utilize a team approach for our retirement planning and wealth management process. Just like a basketball team cannot rely on a single player, one advisor cannot provide the same quality of service as a team of specialized professionals; they simply don’t have all the technical expertise necessary to produce the best results. Your CPA advises on tax planning and filing returns, and your attorney helps with a number of issues, including litigation, business succession, estate planning, or divorce. A financial planning team can lead the charge in guiding your towards your financial goals. An effective financial team will bounce ideas off each other and uncover the best strategies for each client's unique needs. How does this work?

  1. First, we work on your plan. We'll take the time to get to know you on a personal level, in order to better understand your retirement goals. Once your goals are outlined,
  2. We'll outline the best ways to help you arrive at your intended destination. We'll present costs and benefits to each of your ideas and dreams. Then,
  3. Your strategy will be custom-tailored to you, and built to align with your unique needs and goals. Once we discuss and you approve of this strategy,
  4. Your plan will be implemented. After the implementation phase, we will continually review your plan's progress, make changes if and when necessary, and meet regularly to discuss.

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