Your Dreams Matter
The sole focus of the Financial Protector™ process is on the creation, proper function and maintenance of an effective retirement and wealth management plan. This process is unique and exclusive to Murray Financial Group clients.
The Murray Financial Group Financial Protector™
STEP 1: THE FRESH APPROACH
This complimentary meeting gives you the opportunity to discuss your most important financial, lifestyle, and retirement goals and concerns. We will assess your current strategy and explore how to bring it more in alignment with your financial goals.
STEP 2: GREAT EXPECTATIONS
Together, we will identify your needs, as well as the specific challenges, opportunities, and strengths, that currently exist in your financial situation.
STEP 3: CRITICAL INVESTIGATION
Our staff will conduct extensive research and analysis of your current assets, risk tolerance, and external economic and financial factors. We will then construct a clear, logical financial plan to help you achieve the goals we discussed in The Fresh Approach (Step 1).
STEP 4: A PANORAMIC PICTURE
In a comprehensive, face-to-face meeting, we will review all the options and opportunities outlined in the retirement strategy we created to help you achieve your income goals. If this strategy makes sense to you, this is when you may engage our firm to manage your strategy going forward.
STEP 5: THE ENFORCER
For assets under management, we provide ongoing monitoring of changing financial needs, economic events, and financial markets. Our service to you includes periodic rebalancing of your portfolio, ensuring that your risk tolerance and asset allocation are up to date.
STEP 6: RELATIONSHIP MAXIMIZER
We are deeply committed to our clients, and it shows in the way that we provide them with useful and beneficial information and communication, including regular in-person meetings, written correspondence, email updates, and informational forums. It is our hope that both of us get the most out of our partnership.
STEP 7: PASSING THE TORCH
Your trust and confidence in our firm are essential to our success, as is the growth of our client base. We are constantly seeking like-minded clients to help build a successful and sustainable future, and we greatly appreciate your referrals to our firm.
We offer services in these three areas:
Prepare for retirement by putting your hard-earned assets to work.
Retirement Income Strategies
Protect the assets that can help you live the retirement you’ve always imagined.
Asset Protection Strategies
Long-Term Care Strategies
Provide for the people and causes you care about the most.
IRA Legacy Planning
We can also refer you to professionals who provide the following services:
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.