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THE CLIENT EXPERIENCE JOURNEY

Journey

Your Journey Begins

We will review your expectations, introduce you to our team, and explain the "Client Experience Journey."

Journey

The Discovery Process

What do you want to achieve? What are your goals? What are your family values and legacy plans? How about your current financial situation and assets? We will also examine your risk tolerance.

Journey

Strategy Formulation and Analysis

We will review your current financial situation. Based on the information provided, we will begin developing strategies to help you achieve your goals.

Journey

Proposed Recommendations and Implementation

We will present potential strategies to help you achieve your goals. Once we determine the strategies to help reach your goals, we will implement the solutions.

Journey

Check Point Reviews

Through careful monitoring and a disciplined approach, we will meet periodically to ensure you remain on the right path to achieve your goals.

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Securities offered through Questar Capital Corporation, Inc. (QCC) Member FINRA, SIPC

Advisory services offered through Questar Asset Management (QAM) A Registered Investment Advisor.

Preservation Financial, LLC is independent of QCC and QAM.

Preservation Financial, LLC is a full service financial services firm, not a CPA firm.


This communication is strictly intended for individuals residing in the state(s) of TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.