Bring Your Resources to Life with Delta Financial Advisors, Inc.
Delta Financial Advisors, Inc. has more than 20 years of experience helping clients bring their resources to life by providing personalized financial planning, brokerage, and investment advisory services. It is our mission to give you the best financial guidance possible by staying in tune with your needs and the changing marketplace.
At Delta Financial Advisors, Inc., our goal is to bring your resources to life. Because no two clients are the same, we customize plans and tailor strategies to fit each client to best help them realize their goals and aspirations.
Depending on your situation, our partnership together may involve one or all of our services:
Delta Financial Advisors, Inc. Planning Process
Step 1 -
Understand Your Personal Circumstances and Goals
So that we can provide the best advice
possible, we collect your current financial and personal information. For your
convenience, we provide forms to help you collect the data.
Once we have received the data, we meet with you.
The purpose of this meeting is to get know each other, discuss your financial
circumstances and goals as well as answer your questions. We also look for any additional data
that may be needed.
Step 2 - Design the Financial Strategy
We analyze the data available to
develop a strategy which we feel is best suited to achieve your goals and
objectives.
Step 3 - Present Your Statement of Analysis and
Recommendation
At our meeting we will present Statement
of Analysis and Recommendation. Every aspect of this report is discussed in
detail. You will be encouraged to
ask questions and provided support for the strategy so that you can be
comfortable and confident with all recommendations.
Step 4 - Implement the Recommendations
We will provide the paperwork necessary
and assist you in its completion to implement the agreed up recommendations. We will process this paperwork and implement
the recommendations in a timely manner.
Step 5 - Review and Monitor Progress
Changes in your personal
circumstances, legislation, and market conditions are a few of the factors that
can affect your progress toward your financial goals. It is important that you and focused on your progress toward
your goals and that they are reviewed and monitored often.
** Tax preparation services are also available through Beverly A. Fischetti, CPA.
For more information on these services, bundled service packages, or tax preparation, alk with a Delta Financial advisor about your financial future … Please contact jfischetti@deltafinancialadvisorsinc.com.
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