Our Process
Get Connected
Your future starts now.
At Private Capital Group, LLC, we connect our wealth planning and investment experience with advanced technology using a personalized approach to provide our clients with a Total Wealth Plan for a lifetime.
Project Your Goals
Discuss your future objectives and goals:
- Retirement Goals
- College Education Funding
- Family Gifting
- Charitable Giving
- Tax Planning
Appraise Your Situation
We evaluate the strategies in place:
- Personal Investments
- Retirement Accounts
- Real Estate
- Business Interests
- Insurance Policies
- Wills and Trusts
- Tax Returns
Perform Analysis
We analyze your situation to determine your Total Wealth Plan solution.
- Asset Allocation Mix
- Management of Cash Flow
- Tax Strategies
- Estate Planning
- Insurance Coverages
- Gifting Strategies
Provide Options
Presentation of your Total Wealth Plan with specific strategies designed to meet your overall financial situation.
- Alternative Solutions
- What If Scenarios
- Risk vs. Reward Considerations
- Consensus with other Advisors
Implement Strategies
Prioritization of your goals for implementation of your Total Wealth Plan :
- Coordinate with other advisors and resources as appropriate
- Adjust your investment portfolios as needed
- Implement tax, estate planning and other wealth management strategies
Monitor Plan
To help optimize your
Total Wealth Plan , we will:
- Report on a regular basis
- Monitor and evaluate any opportunities or concerns
- Address ongoing changes in your personal situation