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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.

Planning Horizon graphic

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 2016 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 the Fee-Based Financial Planning program at 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.

Randall E Daly, ChFC®

Wealth Management Advisor

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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