Before Our First Meeting
We feel that it is important for you, the client, to feel comfortable with our meeting process.  Although the sequence can be modified to suit your individual needs, a series of meetings is requested so that we can invest the time needed to explore your goals, objectives, risk tolerance and core values. Before the initial meeting we will send you several items that will help you to prepare and enable us to make the most of our time together.  

Initial Meeting
During the initial meeting we spend the majority of our time listening to you.  We will ask you a series of questions designed to help us to understand your expectations and your tolerance for investment risk.  This will help us in selecting investments that you will feel comfortable with.  Specifically, we explore:

• Your reasons for seeking financial advice
• Your past experiences
• Personal and financial goals
• Any other details that will help us to become your financial advisors
• Our "Beyond the Numbers" questionnaire, which encourages you to think outside the box when it comes to setting retirement and investment goals.

We understand that you will want to learn more about us as well, and we are prepared to answer any questions that you may have.  Following this meeting, we will send you home with our Wealth 360° a  Financial Profile, which will help you clearly outline your annual cash flow and budget.

Second Meeting
At the second meeting, we will review your goals and financial information.  We will then present you with an analysis of your current portfolio and discuss any possible weaknesses.

Third Meeting
During the third meeting, we will discuss the risk-tolerance and investment goals that you have established and compare them to your current investments.  We will then discuss our analysis and recommendations, and present you with an Implementation Schedule, and a Client Commitment Agreement.  If you choose to move forward at this point, we will present you with an Investment Policy Statement and written Financial Plan.  We will discuss the steps for moving forward and answer any questions that you may have.  At the conclusion of this meeting we will schedule a time for you to come in and sign all of the necessary paperwork for moving your accounts.

Fourth Meeting
When you arrive for the fourth meeting, we will have prepared all the necessary paperwork for you to open your new accounts.  We will go through each piece and explain it to you as we complete it, and will keep you up to date on account transfers as they take place.

Ongoing Monitoring
We suggest quarterly meetings to review your plans status, but these meetings are custom tailored to meet your schedule status.

3639 Cortez Road West, Suite 225 Bradenton, FL 34210
Tel: (941) 756-4500 Fax: (941) 756-4544 Email: Info@WilliamsWealth360.com

Securities offered through LaSalle St. Securities, LLC, a Registered Broker Dealer
940 N Industrial Drive, Elmhurst, IL 60126-1131 Member FINRA/SIPC.
Advisory Services offered through Williams Wealth Management Group, Inc., a Registered Investment Advisor. Williams Wealth Management Group, Inc., is not affiliated with LaSalle St. Securities, LLC

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.