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.