Platinum Service Process
Platinum Service Process
On behalf of S2 Financial Partners, we appreciate the opportunity to be of service to you and your Company/family. We developed our Platinum Service Process to help deliver unparalleled service. Recommended solutions are based on your individual goals and situation. The following process is designed to let you know what to expect as we move forward to help you work toward securing your financial future.
First Meeting
Discuss your concerns, goals and timeline to reach them
Assemble an inventory of your assets and liabilities to allow us to get a global view of your situation
Determine if your goals are reasonable based on the information you provided, the assumptions made and if we can add value to what you are already doing
If you/we feel we can add value to what you’re already doing, set the next appointment to present alternatives.
Second Meeting
Review your original goals
Present the alternatives based on your existing situation, risk tolerance and budget constraints
Discuss how it could be implemented and a time-frame
Schedule the implementation meeting
Third Meeting
Complete applications and necessary paperwork
Review what you can expect during the implementation process in terms of communication and other contacts
Discuss annual review process
Update you on our website, email communications and client appreciation event schedules
Discuss our goals as a business and how you can be an integral part of our business through referrals, client focus groups and strategic alliances.
Our goal is to give you a client experience that you will want to share with your friends, business associates and family.
What our Process Covers
A Review of:
Investments
Retirement
Long Term
Short Term
Tax Advantaged
Education Savings
Income/Dividend maximization
Protection Analysis
Individual life insurance
Business Planning
Eldercare situations
Health insurance
Retirement Planning
Analysis of your current situation “Am I on Track?”
Development of possible strategies to get “on track”
Estate status - do you have an issue?
Life Cycle Planning for Business Owners
Succession Planning
Exit Strategies
Operating agreements that protect your business
Executive Compensation Planning