What It Means to Be a Client

At Allied Wealth Management, you are much more than a number, an account or a certain range of invested dollars. You are an individual or a couple who has specific needs and requirements which are specific to you.

In order to find out what makes you and your situation unique we have developed a specific strategy not often fully utilized by other advisors – we listen. We strongly believe that an educated investor is the best investor and since “money doesn’t come with instructions” we take whatever time is necessary to make sure you understand all of the options and strategies. It is important to know that what might have been right for you 10 years ago, may not be right for you now.

When we fully listen, and we mean “truly listen” … to where you want to go with your life, we can then help you make the right financial decisions simply by asking: "Does this decision bring us closer to meeting your ultimate objective as defined by your non-financial assets or take you further away from it?"

When it is time to focus on your financial assets, Allied Wealth Management employs a structured process of multiple meetings to develop your customized plan:

The Initial Meeting

: Ryan is fond of saying “We’re going to date for awhile before we get married”. You want to make sure the firm you are entrusting with your money is worthy of that trust – you want to be sure you and Allied Wealth Management share the same values and ethics, expectations and commitments, before you are willing to invest your savings with the firm. Through the initial meeting and discovery of your goals a plan is developed to meet those goals through a blend of assets which works specifically for you. To get there, you work with the firm’s Financial Assessment and Risk Assessment worksheets; review all of the firm’s educational materials to prepare for the following session, and schedule the next meeting. All of this is done with an advisor's assistance.

Your Unique Plan

: We will identify your key needs and requirements in an effort to ensure your future vision is realized. Then, a comprehensive step-by-step strategy is prepared. The strategy is designed to help you achieve your unique goals and objectives. This typically takes 1-2 weeks to prepare.

The Integrated Plan Meeting

: This one-to-two hour meeting ensures you have a sound understanding of necessary financial principles and presents a complete and thorough review of the recommended strategies in your specific Plan. A community of like-minded professionals from varying disciplines is identified to assist in bringing your personal needs and goals to fruition.

The Questions Meeting

: After allowing time for study and contemplation, we address any remaining questions and make the necessary adjustments/refinements to your plan before developing an Action Checklist for implementation.

The Action Meeting

: The detailed Action Checklist is created and prepared for the official implementation of the plan. All forms, transfer documents, insurance contracts, repositioning activities, and any other necessary steps are completed. Your advisor will then guide you in the sequence needed to implement the plan you have approved.

Ongoing Review

: As internal and external situations change for the client, a plan implemented today may not be appropriate six or more months later. The Ongoing Review is much like the annual physical your doctor gives you: it ensures you're maximizing your financial health at all times. Furthermore, at each anniversary of your plan, we will meet to focus on the progress made during the previous year. You will also receive premium billing notices and/or annual account statements from applicable insurance carriers.

We will be prepared to answer three very important questions:

  1. What have we done to create value for you during the past year?
  2. What do we intend or propose to do to create further value for you during the next year?
  3. What makes us unique and why should you continue to do business with us?

As a client, please be prepared to report the following:

  1. Are you on schedule with the repositioning of your assets?
  2. Are you on schedule with your proposed systematic savings and capital accumulation plan?
  3. Are there any changes in your Experience, Financial, or Contribution Assets that would necessitate an adjustment in your plan?

Every investment strategy has the potential for profit or loss. Different investments have varying degrees of risk. There can be no assurance that any investment will either be suitable or profitable for a client's portfolio.