Three Pillars Investment Management Program
Griffiths, Dreher & Evans, PS, CPAs has been providing investment advisory services for the past 20 years. In that time, we have developed a comprehensive investment management philosophy which encompasses using our tax expertise to maximizes your investment potential while minimizing tax implications.
Whether looking for a fresh start or second opinion, our Investment Advisory Services include a no-cost, no-obligation Discovery Meeting. Our proprietary Big Sheets Financial Analysis Guide will provide a customized, easy-to-understand, big picture review of your financial position. The Discovery Meeting process will uncover where you are, where you want to get to, and most importantly, how to achieve your financial goals. This includes recommendations that focus on your priorities and aspirations, whether that be for a comfortable retirement, save for college, or any of life’s big events.
Remember, an investment portfolio is not a financial plan. Our financial plan offers estate planning, gifting, trusts, tax planning and preparation and more. Get started on reviewing, planning, and executing your financial future! Schedule a Discovery Meeting today!
4 Step Process
Financial Advisory Process at GDE
1
Discovery Meeting
We begin with this no-cost, no-obligation consultation, to learn and understand your financial situation, including your goals and priorities for the future.
Proposal Meeting
We follow up, presenting our Big Sheets Financial Analysis Guide that offers a customized, big picture review of your financial position with recommendations that focus on your priorities and aspirations.
2
2
Proposal Meeting
We follow up, presenting our Big Sheets Financial Analysis Guide that offers a customized, big picture review of your financial position with recommendations that focus on your priorities and aspirations.
3
Get Started
Once a strategic financial plan is established, our team will collaborate to complete necessary paperwork to transfer assets and begin the financial advisory relationship.
Ongoing Financial Advice
Each client will receive complete support and access to our client services team who will respond to all inquiries while providing ongoing quarterly reviews and suitability reports to keep you informed.
4
4
Ongoing Financial Advice
Each client will receive complete support and access to our client services team who will respond to all inquiries while providing ongoing quarterly reviews and suitability reports to keep you informed.