1DISCOVERY
Through a complimentary consultation we engage in an open dialogue about your goals, objectives, and concerns, and ways we’ve successfully addressed them in the past with our clients.
2DESIGN
After completing our analysis we then design a proposal using our team of experts. This proposal discusses all of the concerns, and challenges discussed in the discovery meeting as well as any additional concerns our team uncovered. It then discusses our recommendations and how they will make a positive impact in your world. Finally it will discuss timeline to put these recommendations in place for you.
3IMPLEMENTATION
Once you agree with our proposal and agree to move forward, Your Choice Advisors, coordinates with your advisory team as well as our team to ensure your plan is put in place in a timely fashion.
4MANAGEMENT
Once the Implementation is completed, our work with our clients just starts. Each custom proposal with have its own set of ongoing management requirements. Your choice Advisors, LLC will overlook these requirements for you and keep you up to date along the way. We will also set up mandatory dates along the year to stay in touch with you and your family to make sure everyone is on the same page.
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ABOUT YOUR CHOICE ADVISORS
Your Choice Advisors, LLC is a boutique insurance agency specializing in working with personal and business insurance solutions. Typically, insurance advisors only talk about products, while these can be important aspects of an overall financial strategy. This strategy usually causes individuals to make decisions in silos without accounting for the unintended consequences of those decisions instead of encompassing all the moving parts of a business owners or individual’s world.
Our team takes a different approach than the typical needs based planning. We take a comprehensive look at all areas of protection, cash flow, liabilities and assets. When we sit down with our clients, it’s about working together and helping purge through all the information and products readily available so that our clients can make an informed and comfortable decision to drive and protect their net worth.
Our team takes a different approach than the typical needs based planning. We take a comprehensive look at all areas of protection, cash flow, liabilities and assets. When we sit down with our clients, it’s about working together and helping purge through all the information and products readily available so that our clients can make an informed and comfortable decision to drive and protect their net worth.