Core Beliefs

Life Planning

We believe financial planning involves maximizing your wealth. At Terry Peschl & Associates, Inc., we define wealth as integrating all of your resources – financial, emotional, physical and spiritual. We help you to strike a healthy balance between all of your resources.

Communication

We believe the level of communication between us and our clients will determine the success; if married, it is important that both spouses are involved in the process. Financial planning is personal, so we may ask that you share things with us that you may not share with others.

Integrating Key Areas

We believe in integrating the key areas of financial planning – Retirement Planning, Investment Counseling, Estate Planning, Tax Planning, Risk Management Counseling, Educational Planning and Business Planning. We believe putting the proper balance in each of these areas is integral in achieving long-term financial success.

Trust

We believe that we should like and trust each other. If that ever stops happening, our relationship needs to be evaluated.

Staff

We believe that a competent and fulfilled staff is critical to execute our mission. We treat our staff with respect and ask that you would as well.

Client Expectations

We believe in exceeding client expectations with unparalleled service, comprehensive knowledge, experienced staff and by remaining on the forefront of change, planning ideas and technology.

Our Process

Initial Meeting

This meeting lets us get acquainted. You will have the opportunity to learn about our services, and it gives us an opportunity to discuss your situation to see how we may assist you.

Wealth Management Proposal

We will outline areas that will benefit you, discuss items we will need from you to proceed, and review our fee structure.

Data Gathering

We will review the documents and data you have collected and discuss any changes to your situation.

Plan Presentation

We will review the Financial Plan which will include specific recommendations and techniques for potentially achieving your goals and objectives given your available resources and time frames.

Plan Implementation

Once the plan and recommendation have been discussed, the plan implementation phase will begin.

Plan Monitoring and Reviews

We then begin a phase of monitoring progress. Your circumstances, goals and objectives may change over time, as well as outside issues, i.e. tax law changes, economic changes, etc.; therefore we feel it is necessary to meet at least annually to ensure your plan is working and make adjustments if needed.



For financial planning you can count on from a team you can trust, contact Terry Peschl & Associates, Inc. today!




Investment Advisory Services offered by Terry Peschl & Associates, Inc. a Registered Investment Advisor