Establishing Relationship
Evaluating Financial Status
Review our Recommendations
Setting Your Financial Strategy to Action
Monitoring Portfolio Progress
Establishing Relationship
It all starts with trust. By asking you the right questions, together we will find the best answers to fulfill your goals. At Weiner Insurance, we empower our clients to take action as we assist you in developing a plan of action.
Gathering Data and Goals
That level of trust gives our clientele great confidence as we begin our detailed discovery process. After assessing your objectives, we will identify the steps needed to build a blueprint for your long-term goals.
Evaluating the Data
At Weiner Insurance, we believe honest and consistent communication leads to success. After understanding your current needs we will establish a financial strategy.
Review Our Recommendations
Customized to meet your needs, Weiner Insurance will offer and review a variety of choices that will assist you in reaching your goals and objectives.
Setting Your Financial Strategy to Action
After we review with you the different strategies and options, we will implement them accordingly. This is the start of our partnership with you at Weiner Insurance and the beginning of a sustained relationship.
Monitoring Progress
As your advocate it is our aim to help make sure you stay on track and reach your goals. We offer personalized attention and encourage you to call us any time to discuss your future needs and goals.