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Randall E Daly, ChFC®

Wealth Management Advisor

Welcome

Four-Step Planning Process

Wealth Optimization

With financial independence, family legacy and social capital solutions in place, wealth optimization becomes the focus of the planning process. Randall Daly uses a unique and disciplined values-based approach to help you make wise choices and to help ensure that your plan is focusing on what you value.

Randall breaks the planning process into four quadrants or phases, each one representing one planning cycle: Discovery, Creative Solutions, Strategy Deployment, and Results Management.

Wealth Optimization Circle
DISCOVERY
The first phase begins by thinking clearly about the problem. This is called the Discovery phase and this is where clarity is achieved around your goals and planning gaps are identified.
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CREATIVE SOLUTIONS
The second phase is the Creative Solutions phase where you think clearly about the solutions and make decisions regarding closing the planning gaps.
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STRATEGY DEPLOYMENT
The third phase is the Strategy Deployment phase where you implement the solution and help achieve your desired results.
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RESULTS MANAGEMENT
The final phase is the Results Management phase where we establish a plan to manage and implement the results. This assures you have confidence your plan will work over time.
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Working with a knowledgeable and experienced planner who has access to current technologies and a thorough understanding of tax rules and financial planning techniques is important. Working with an advisor who takes the time to understand your unique desires and goals is critical.

Randall will take the time to help you make that assessment, develop a plan that works for you, and provide you with the tools and strategies necessary to successfully implement that plan.

Copyright 2011 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in Fee-Based Financial Planning program at the Northwestern Mutual Wealth Management Company.

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

 

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

When it's a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next.

As your Wealth Management Advisor, Randall Daly will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.

Let Randall Daly help you ensure your financial future is all you want it to be.

2015 Dividend Announcement

Northwestern Mutual’s expected $5.5 billion dividend in 2015 will once again lead the industry.

New Retirement Webcast Replay – View Now

One of the most significant risks to your retirement savings is often overlooked. Is your plan protected? Watch our latest webcast, The Retirement Wild Card That Can Derail Your Plan, to find out.

View Now

Who Wins and Who Loses As Oil Prices Fall?

In this month’s podcast our experts discuss the winners and losers as oil prices hit record lows.

View it now. Like what you hear? You can subscribe to the podcast on iTunes or RSS.