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Our Process

Higher Ground Financial Group Process

STAGE 1
Getting to Know You

  • Assess your current financial situation.

  • Identify and define potential risks you are currently taking or could be facing.

  • Understand your dreams and where you want to go.

STAGE 2
Review & Analysis

  • Tax Strategies

  • Risk Analysis

  • Fee Analysis

  • Estate Strategies

  • Income Strategies

  • Clearly identify the cost of working with us

STAGE 3
Fiduciary Recommendations

  • Look at the various paths you could take to help reach your goals.

  • Learn details and fine-tune strategies, products, and services to help support your desired path.

  • Recommendations made with your best interest in mind.

STAGE 4
Implementation Strategies

  • Begin following the financial strategy you have set in motion by making changes (some small, some large) to help reach your goals.

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Let us help support your retirement goals.
Schedule a call today to start your journey!

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