Schuster Anderson 

CONNECT

Address:

     3008 W. Stolley Park Rd Suite 1
     Grand Island, NE 68801

Phone:

308.384.3302

Fax/Other:

308.382.2836

Client Roadmap System

Our Client Service Roadmap System consists of a 4 step process.

Step 1:  DISCOVERY

We begin our process by meeting with you to discuss your overall financial situation, identify goals, values, and clarify your vision for the future.  We help you answer questions such as:

  • Where am I at now and where do I want to go?
  • Will I be able to achieve my goals for the furture?
  • Do I have an unnecessary finanical risks or blind spots?

STEP 2: ANALYSIS

We analyze your current investment portfolio, determine your risk tolerance and develop an asset allocation strategy based on an assessment of your entire wealth picture, taking into account your personal, family and financial goals.

STEP 3: FINANCIAL PLAN OF RECORD

Next, we develop your customized Financial Plan of Record to help meet your stated goals. This comprehensive plan brings together a select team of experienced professionals to help meet all of your unique wealth management needs.

STEP 4: CONCIERGE-LEVEL SERVICE

Our Client Service Roadmap System constantly monitors your plan and allows us to collaborate to make changes when necessary. We've built our business on providing client centered service and schedule regular follow-up meetings with you to review progress and make sure your plan is on track toward meeting all of your goals and objectives.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck