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Our Planning Process

Our Planning Process

 

2

Establish a Relationship with the Client

Learn more about the client and their needs/concerns.

 

2

Gather Client Data

Determine client’s personal and financial goals, needs, and priorities.

 

3

Analyze and Evaluate Client’s Financial Situation

We examine your financial situation to see if objectives can be met and the likelihood of reaching those objectives.

 

4

Develop a Customized Strategy

Using the analyzed data, we develop customized solutions tailored to meet your goals and objectives.

 

5

Monitor Client’s Plan and Provide Timely, Ongoing Service

We regularly review your situation to help ensure your financial objectives are on track.

 

 

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Jack V. Butterfield Investment Company is a registered Broker-Dealer, member SIPC