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Our Approach

Stonehaven Financial Group uses a systematic investment consulting process to determine the plan needed to keep you on track for reaching your financial goals. This process has been designed to assist in the following ways:

  1. Understanding your true financial goals
  2. Helping to create a personalized plan for achieving those goals
  3. Keeping us on track at each step of the process

This wealth management consulting process is based on a series of five meetings displayed below:

Throughout the entire planning process we will work in concert with your most trusted advisors, in the design, implementation and monitoring of each wealth strategy to help reduce income and estate taxes, and to defer capital gains and dividend taxes. We will act as your “partner” in making sure your most important advisors work together to help reach your financial goals.