Our Process

We work closely with you to fully understand your particular situation, and provide access to a wide variety of products and services targeted specifically to your unique needs and goals. Each relationship and each client is distinctive, but the steps of getting started with us generally include the process below.

Identify Your Goals and Priorities

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what goals and priorities you have. We complete a comprehensive risk questionnaire, which is essential to understanding your investment mind-set.

Gather Your Data

We gather any necessary documents, policies and statements. Together with us, you will define your personal and financial goals, including timeframes.

Analyze Data and Create a Plan

The primary objective of this stage is to help develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend to help achieve your goals.

Implement Your Personalized Plan

The primary objective of this phase is to help successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Review and Monitor Your Plan

We monitor our client’s accounts on a regular basis to help ensure they are still performing in a way that meets your intentions. Communication with you is a top priority. We explain and answer questions about our reporting methods, and stay in touch with you to keep you informed. When we discover that your circumstances have changed, or that shifting global markets require a different investing approach, we communicate to you our recommendations for the appropriate adjustments.

Schedule Your Appointment with

Scott Stooksbury
Today!

Phone (678) 778-5331

Investment advisory services offered through Assured Retirement Financial Group, DBA CFG Retirement Inc. a Registered Investment Advisor in the state of Minnesota.  Insurance products and services are offered through CFG Retirement, Inc.  Assured Retirement Financial Group, Inc. and CFG Retirement, Inc. are affiliated companies. 

Assured Retirement Financial Group, Inc. outgoing and incoming e-mails are electronically archived and subject to review and/or disclosure to someone other than the recipient. We cannot accept requests for securities transactions or other similar instructions through e-mail. We cannot ensure the security of information e-mailed over the Internet, so you should be careful when transmitting confidential information such as account numbers and security holdings. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to this message and deleting it from your computer.