Financial Investment Process

At The Segrust Group we believe good financial planning is an ongoing, collaborative process that reflects your changing personal circumstances as well as fluctuations in the economy and capital markets. As a Segrust Group client, your financial plan won’t be a one-size-fits-all document that sits on a shelf gathering dust. Our financial professionals, who provide financial plans through LPL Financial, will work with you to customize a plan that meets your unique needs.

  • First, we listen closely to understand your life and financial goals.
  • Then, we determine what it will take for you to achieve your goals.
  • Working with you, we create a written analysis of your situation and a recommended action plan based on the priorities you have identified.
  • Then we follow-up to make sure your plan stays on track.