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Our Process
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There is no mystery to financial planning.  What it simply requires is taking a personal, in-depth look at your goals and deciding how you intend to achieve them.  Our process ensures that your financial world is organized, easy to understand and always accessible to you.  We accomplish this through our five step process:

  1. Initial Breakthrough: Discuss the financial goals you want to prioritize and review the steps you have already taken to achieve them. 
     
  2. The Discovery Analysis: We present a snapshot of your current financial picture and compare it with your stated values, goals and objectives.

  3. Mapping the Journey: Layout custom-designed options, based on your goals and ideas that will map the journey to achieve financial autonomy.

  4. Implementation: Once you have decided on the course that you feel best suits your intentions; we can then employ the strategies and recommendations that will provide you with confidence in your financial well-being.

  5. Maintaining The Legacy Compass™: We continually monitor your financial situation to ensure that you remain on track to achieve your goals.  Allowing you to live your life…and give life to your dreams.
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This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation.  This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

Securities offered through First Allied Securities, Inc. • Member: FINRA/SIPC
Advisory services offered through First Allied Advisory Services, Inc. a registered investment adviser. 

Tobia & Hillyer Tax and Business Services, LLC is not affiliated with First Allied Securities or First Allied Advisory Services.
 


Check the background of this financial professional on FINRA's BrokerCheck.