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Our Process
Higher Ground Financial Group Process
STAGE 1
Getting to Know You
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Assess your current financial situation.
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Identify and define potential risks you are currently taking or could be facing.
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Understand your dreams and where you want to go.
STAGE 2
Review & Analysis
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Tax Strategies
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Risk Analysis
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Fee Analysis
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Estate Strategies
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Income Strategies
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Clearly identify the cost of working with us
STAGE 3
Fiduciary Recommendations
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Look at the various paths you could take to help reach your goals.
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Learn details and fine-tune strategies, products, and services to help support your desired path.
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Recommendations made with your best interest in mind.
STAGE 4
Implementation Strategies
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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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