F.N.D. Financial Process
There’s no one-size-fits-all approach to retirement success. That’s why our three-step F.N.D. Financial Process focuses on you and your financial goals, so we can create a future that’s as unique as you.
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Familiarize
Where are you in your career? What’s your appetite for market risk? We’ll use this initial meeting to get to know one another, so you can feel confident we’re the right team for your retirement needs.
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Navigate
Using your vision as a blueprint, we’ll roll up our sleeves and build your customized strategy. Our education-first approach means we won’t move forward until you fully grasp how your plan works.
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Deliver
With your OK, we’ll put your personalized plan into play — but this is only our first inning together. Constant communication and regular reviews will help ensure we’re the last advisors you’ll ever need.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Ferlita Nussel Dowell Financial Group is not affiliated with or endorsed by the U.S. Government or any governmental agency.
Do you believe these 5 annuity myths?
In this guide, we address common misconceptions about annuities to help you decide if an annuity might be right for you, including:
- Annuities make accessing money impossible
- Annuities are too complicated to understand
- Savings are enough — why an annuity?