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Professionalism Integrity

We strive to be the leading financial planning firm in the Southeast by providing the highest level of professional advice, integrity and first-class service.

Programs & Services

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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

Accolades & Recognition

When using words to describe what it means to work for The Piedmont Group, words that come to my mind are Family, Team, Belief, Conviction, and Leadership. Our leadership team headed by Bill McQuaid ... Read More

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NAIFA’s Top Female  Advisors

NAIFA’s Top Female Advisors

2016

Top Work Places

2015

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