The Work We Do is in The Conversations
Over 130 Podcast Episodes!
We show our clients a special place in between a successful business and retirement – it’s called Pre-Retirement
- Dustin Serviss
Key Areas Your Plan Will Cover
Understand Your Unique Situation
The Discovery Interview’ will help streamline the collection of your high-level data, identify opportunities and understand any concerns or financial goals you may have.
Have a Conversation and Uncover Opportunity
We’ll build your custom Asset-Map Report and visualize your complete financial picture. Together, we’ll uncover new opportunities, and identify strategies to elevate your financial condition.
Implement a Personalized Path
Based on your goals and what the Asset-Map Report reveals, we can make key decisions together, take action, resolve problems, and ultimately plan a better path for your future.
Are you new to Serviss Wealth?
What is the process
Initiate a Discussion:
We start by scheduling a meeting to align our visions.
Integrated Financial Snapshot:
Receive a comprehensive, one-page Asset Map detailing all your financial facets.
Your Decision:
Take your time to decide if you want to proceed.
Action Steps:
If you choose to move forward, we proceed with implementation.
Continuous Support:
Benefit from ongoing guidance throughout your financial journey.