Financial Planning Process

To ensure you will have a higher probability of reaching your financial goals, AG Financial follows a simple, yet comprehensive "needs-based" financial planning process that involves:

  1. Gathering Information
  2. Analyzing and Diagnosing
  3. Proposing Appropriate Solutions
  4. Implementing Appropriate Action Steps
  5. Ongoing Monitoring

AG Financial begins the Financial Planning Process by identifying your specific financial objectives.  To do this, we gather your personal financial information needed to help us understand your current financial picture and goals.  Next, we analyze the information gathered and process a comprehensive financial plan based on your needs.  This financial plan will help provide the answers to the concerns all of us have about wealth and retirement.  From there, we will design a prudent strategy dictated by your financial needs using principles in Modern Portfolio Theory/Mean Variance Optimization Methodology.  We will then implement your investment allocation and monitor your progress each year. 

AG Financial

Salt Lake City Branch:
2825 East Cottonwood Pkwy, Suite 500
Salt Lake City, UT 84121
P 801-990-3470
TF 866.990.3470
F 801.990.3469

Scottsdale Branch:
16427 N. Scottsdale Rd., Ste. 410
Scottsdale, AZ 85260
P 480.656.2850
(By Appointment Only)