Broker Check

270 North Main Street, Crown Point, IN 46307

(219) 663-4499
tailoredadvice@riverstonefg.com
CLIENT LOGIN
Your Goals

Your Goals

Our clients are goal-oriented people that value professional help in achieving their financial goals. They are willing to trust us and our process by recognizing the value that we bring to the table from our 20+ years of experience. Our clients are approachable and respectful, and we invite them to be advocates of our process.

Our Partnership

Our Partnership

We partner with a select group of individuals and families who desire a tailored approach to assist them in achieving their financial goals. We have developed a refined process called The Ripple Effect that helps bring simplicity and clarity as we put all of the pieces of the financial puzzle together. One of the key benefits of our approach is that we consider all aspects of a client's financial situation and create a dynamic plan that remains relevant as their life changes and needs evolve. This helps our clients face the future with anticipation rather than apprehension despite the various global issues that can cause concern.

New Client Experience

Fit Meeting

The the first step in working with our team is a fit meeting. This is a 60 minute meeting used to ensure we are mutually committing to a relationship based on the full understanding of each other & to make sure that we have a good connection as a team.

Learn More

New Client Experience

Discovery Meeting

The discovery meeting is the next step in our relationship. We will discuss goals and aspirations as well as collect any other information necessary to begin building your financial plan.

Learn More

New Client Experience

Planning & Implementation Meeting

This is where the bulk of our new client experience is spent and where it all comes to life. We will layout a preliminary plan based on your goals and aspirations and begin the process of putting that plan into action.

Learn More

New Client Experience

First Review

30 to 60 days from the Planning & Implementation meeting, we will have our first review. Here we will confirm your goals and objectives, review the strategy set forth in your financial plan, and review the deployment of the plan design. We will also review any additional questions you have regarding your investments, tax strategies, estate planning, or insurance needs.

Learn More