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Our Financial Planning Process

Financial planning doesn't happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, as a Wealth Management Advisor, Eric McGough and his team of professionals can help. Resoulte Wealth Partners understand the complex financial issues and the ways in which these issues might affect your future.

At Resolute Wealth Partners, you will find a highly trained, relationship-orientated, wealth management practice that provides comprehensive financial planning to a limited number of successful clients. We place the client at the center of our Wealth Management and Retirement Income planning process and build a customized plan based on your unique goals and circumstances. We will coordinate with other advisors in your world (CPA, Attorney, Banker) to help insure your plan is executed appropriately.

As your needs evolve over time, your financial plan will be adjusted. Resolute Weath Partners will stay in touch, contacting you regularly to update your financial plan; provide you with concierge level of service & care, and timely market updates.

Resolute Wealth Partners's financial planning process involves four steps:

Planning Horizon graphic

Copyright 2016 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.

 

  1. Identify your vision and goals.
    First, we will make sure we understand what’s important to you and your loved ones, where you are today and where you want to be in the future.

  2. Think about a solution
    Our team will analyze your financial situation and develop recommendations that can help you and your family achieve financial security. Together you and our team will decide which recommendations will work best for your lifestyle.

  3. Implement your strategies.
    Together, we’ll bring your financial plan to life with proven financial products and quality solutions.
     

  4. Review your plan to sustain results.
    Even small changes in your life can impact your financial plan. We’ll meet with you regularly to help you adjust your plan as needed to stay on track.

And although your financial strategy will be unique to you, we’ll ensure that it’s built on a solid foundation to help you protect against the unexpected, accumulate wealth and preserve what you’re working so hard to achieve.

If you’re a business owner, we recognize there’s no separating the goals you have for your family and the goals you have for your business. That’s why we offer a process that addresses both, allowing you to create a competitive business advantage and live the life you envision.

You’ll be supported by a team of experts who specialize in business planning – such as employee benefits, insurance and exit planning – alongside those who specialize in personal financial planning and estate planning.

Learn more about the business planning, products and solutions under the Services tab on this website.

Take the First Step
Regardless of whether or not you own a business, our personalized approach to financial planning is much like building a custom home – designed to your specifications, built to meet your goals. Learn more about how we help our clients live the life they envision by calling and setting up an appointment with one of our representatives or advisors today. 

Then, take the first and most important step toward creating a lifetime of financial security. Contact me to set up a meeting. 

 

Copyright 2016 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.Copyright 2016 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.

 


 

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck