Helping Create a Better Financial Future

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Holistic Meaningful

In 2010, The Piedmont Group was formed to advise both individuals and business. Our primary focus is comprehensive financial planning and wealth management and provide advice in the following areas: risk management, retirement planning, investment management, education planning, tax-efficient investing, estate and wealth transfer planning, business benefits, 401(k)s, retirement plan design, and business succession planning.

Our Individualized

Process

Initial Consultation

Step 1

Initial Consultation

Overview of our process. Review your financial situation. Establish financial goals and identify concerns.

Gather Data
Gather Data

Step 2

Gather Data

Compile all relevant data to assemble complete financial picture.

Analyze
Analyze

and Develop Strategies

Step 3

Analyze

and Develop Strategies

Analyze current situation and develop comprehensive strategies.

Presentation
Presentation

of Recommendations

Step 4

Presentation

of Recommendations

Periodic progress and growth update meetings. Check status of recommended actions and goals achieved. Determine if life events warrant modifications to strategy.

Implementation
Implementation

Step 5

Implementation

Evaluation of financial recommendations. Establish timeline for execution. Commence with implementation.

Progress & Growth
Progress & Growth

Updates

Step 6

Progress & Growth

Updates

Check status of recommended actions and goals achieved.

Progress & Growth