Our Philosophy & Process

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    DISCOVERY MEETING

    Learn your unique story through a rich and enjoyable conversation

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    SECOND OPINION MEETING

    Complimentary second opinion on your situation

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    MUTUAL COMMITMENT MEETING

    Confirmation of our commitment to work together

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    ORGANIZATION MEETING

    Organization of paperwork and personal financial website

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    REGULAR PROGRESS MEETINGS

    Review of progress and continued implementation of your planning strategies

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    SCENARIO PLANNING & ANALYSIS

    During your discovery & second opinion meetings, you will be given an introduction to our planning philosophies, a diagnostic of your current situation, and potential strategies for your investments.

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    ONGOING PLANNING

    During your mutual commitment, organization, and regular progress meetings you will be given a comprehensive evaluation of the entire range of your financial needs with our recommendations for moving forward.

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    OUR PROFESSIONAL NETWORK

    Team of carefully selected professionals, each with a high level of knowledge and skill in key financial areas

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    PROFESSIONAL NETWORK MEETINGS

    Our team of specialists applies its expertise to evaluate all aspects of your financial situation and devise appropriate solutions

Strategies for Continued Success

If you or someone you care about wants to achieve the security, independence, and lifestyle they deserve, we have created a complimentary Second Opinion Service. This opportunity is designed so you and your loved ones can better focus on the people and activities that bring joy to their lives knowing Albritton Financial Services is reviewing your goals and needs.

Strategies for Continued Success

If you or someone you care about wants to achieve the security, independence, and lifestyle they deserve, we have created a complimentary Second Opinion Service. This opportunity is designed so you and your loved ones can better focus on the people and activities that bring joy to their lives knowing Albritton Financial Services is reviewing your goals and needs.