Financial Planning
Comprehensive Financial Planning For Individuals & Families
At AK Financial Group, our approach to planning extends well beyond identifying traditional financial and investment goals and determining prudent strategies for managing risk and return. While those are critical elements to planning, our personalized process also seeks to:
- Replace complexity with simplicity
- Diligently pursue what matters most to you, your family and your business
- Provide clarity and perspective at every stage of your life or business lifecycle
- Free up more of your time to spend doing the things you enjoy with the people you love
The path to accomplishing your life goals begins with a simple conversation.
Our planning process begins with a discussion to determine if we’re the right fit to help you pursue your goals. We’ll listen to find out what matters to you and answer your questions. Because transparency is critical to placing your interests first, we will take the time to explain:
- The full breadth of services we offer
- How we believe we can provide value for you
- What you can expect from the AK Advantage planning process and client experience
- How we are compensated for our services
Seamless integration of your personal goals and values.
AK Financial Group is committed to providing an incomparable client experience through a sophisticated approach to planning and asset management that seamlessly integrates personal values with financial goals in pursuit of your objectives.
Aligning your financial objectives, personal values, and life goals begins with identifying the “sweet spot” where your goals and values converge. Doing so requires getting to know you on an intimate level to understand:
- Your goals and priorities—and what brings the most joy to your life
- Your timeframe for accomplishing your objectives
- Your concerns and fears
- Your risk tolerance
- Your attitude and philosophy about money
- Your current circumstances and challenges
- Your legacy goals
This information helps us determine your personal risk profile. We can then tailor our recommendations and service based on your needs and preferences.
