At Reliance, we believe that the foundation of any wealth management program begins with a professionally constructed financial and estate plan which starts by exploring important issues with your financial planner. Issues such as:

• Where do you want to be financially in 10 to 20 years?
• What are your anticipated future spending needs?
• How much investment risk/tolerance you are willing to take?
• What are your personal financial goals and expectations?

Once you begin answering some of these questions you are well on your way to developing a road map for your future financial security and wealth preservation.

At Reliance we will work with you to determine your needs and develop a plan that covers the areas that will affect you and your family financially. There are six stages in the financial planning process:

• Establishing a client-planner relationship
• Gathering data and determining goals and expectations
• Determining the client’s financial status
• Developing and presenting the financial plan
• Implementing the plan
• Monitoring the plan

Financial planning is most effective when the processes are handled by as few providers as possible. Reliance is in a unique position of being able to provide services for the entire financial planning process—from plan development to monitoring.

Financial Planning Services Include:

• Financial plan development including tax, retirement, educational, gifting and estate planning
• Complete insurance services to provide for risk management
• Trust services
• Asset management for investments
• Retirement plan services—business and individual

For more information about our Planning Services, please contact our Planning Services department at (800) 749-0752 or by e-mail us today.

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