Thursday October 25th, 7AM.
Steven Troccoli
Steven J. Troccoli, MBA, ChFC®, CFS®, CRPC® | Financial Advisor
An Ameriprise financial Services® practice
NYC Phone: 212-977-3111 Fax 212-977-4888
Westchester Phone: 914-968-1234
Email: steven.j.troccoli@ampf.com
The Financial Planning Process:
-Develop a clear picture of your current financial situation by reviewing your income, assets and liabilities and evaluating your protection coverage, investment portfolio, tax exposure and estate plan.
-Establish and prioritize financial goals and times associated with the achievement of them.
-Implement strategies that address your current financial weaknesses and build on your financial strengths
-Choose specific products and services that are tailored to meet your financial objectives.
-Monitor you plan making adjustments as your goals, time frames and/or circumstances change.
Share this:
Filed under: We Mean Business BNI |
The "We Mean Business" BNI Group 