Here at Dayton and Sydney Wealth Strategies Group, LLC, we offer a variety of services to help you plan, protect and provide for yourself and your family. Regardless of what you are looking for, we strive to create the best possible experience for each and every client by following a set of steps.
- Discover by Listening – We will dive deep into your personal financial situation to find out the things most important to you and your loved ones.
- Educate and Create a Profile – Using our time-tested approach, we will help you identify your goals, and begin to educate you on your options.
- Develop a Plan – With our modern technology, we will build you a customized, strategic plan suited for your specific needs.
- Review and Adjust – We pay close, individual attention to each of our client accounts. Consistent review will help keep you on track to reach your goals.
- Review – Life is a journey with some bumps in the road. If the road changes, your plan may need to change with it. We meet with you continuously to adjust for any life changes in order to provide you with the best possible results.
For a full list of the services that we can provide, click here.