Broker Check

How we work at Liebert Financial Services/Wealth Strategies: The Decision Process

Our job is to ask tough questions, design creative solutions, coordinate planning resources, secure financial instruments, and manage performance results for our clients. Our work covers three phases.

The decision process begins with the right questions.

1. Discovery Phase

In the Discovery phase we work together with our clients and their decision-making team to gather data, isolate and quantify potential problems. Jim and Jan will help you define your issues and fears so that the appropriate resources are brought in to begin the planning process. Through our relationship with the Wealth Design Center, we have access to nationally recognized:

  • Product and product source analysts
  • Legal and accounting specialists
  • Investment analysts and asset managers
  • Corporate and private banking specialists
  • Trust services providers
  • Insurance product providers

2. Implementation phase

Once we recommend solution alternatives, we review the plan with the client's legal and accounting advisors, to make sure the plan fits with the overall goal. Meanwhile, we coordinate with our client's legal and financial advisors to complete documentation of the plan and define the administration procedures for the next phase.

3. Management phase

Once decision consensus has been reached, the plan moves into the Management phase. With the help of our relationships at NFP Corp., Kestra IS and Kestra AS, we have access to the latest technology tools to help manage your financial and insurance accounts. Our key support staff coordinates with your administrative and advisor team to provide timely, concise analysis and record keeping. Access to your financial and insurance information is only a phone call or email away.