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EAGLE RIDGE WEALTH ADVISORS
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EAGLE RIDGE WEALTH ADVISORS

EAGLE RIDGE WEALTH ADVISORS

@erwealth
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EAGLE RIDGE WEALTH ADVISORS
EAGLE RIDGE WEALTH ADVISORS
2 yrs ·Translate

HOW WE DO THINGS
(All Steps Can Be Done In-Person, Electronically or Virtually)

1
To start, an initial call.
First, we’ll have a quick 15-minute conversation to ensure your situation matches our expertise. After this discussion, we’ll both have a better understanding of how the relationship might work.

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EAGLE RIDGE WEALTH ADVISORS
EAGLE RIDGE WEALTH ADVISORS
2 yrs ·Translate

2
Then, first meeting.
The objective of this meeting is to get perfectly clear on your goals, concerns and unique financial situation. Your answers to our questions, along with the do****ents we request you bring, will guide our analysis.

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EAGLE RIDGE WEALTH ADVISORS
EAGLE RIDGE WEALTH ADVISORS
2 yrs ·Translate

3
After that, we’ll begin the analysis.
We will apply years of experience, along with ongoing training and mentoring by the industry’s top experts, to answer the following questions:

- Are you on track to meet your long-term goals?
- Can your tax bill be reduced?
- Can your portfolio be improved?

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EAGLE RIDGE WEALTH ADVISORS
EAGLE RIDGE WEALTH ADVISORS
2 yrs ·Translate

4
Second meeting, what needs to be done.
During this meeting, we will explain exactly what you need to do to achieve your financial goals, including the answers to the three questions we asked during our analysis. This is where you will see — in dollars and cents — how our firm can improve your finances. At the end of this meeting, we will ask you if you would like to proceed with our firm. If you would like to sleep on it, no problem.

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EAGLE RIDGE WEALTH ADVISORS
EAGLE RIDGE WEALTH ADVISORS
2 yrs ·Translate

5
Sleep on it.
Prior to deciding whether we should work together, you will want to answer the following questions:

- Do I like/trust/respect the team at Eagle Ridge Wealth Advisors?
- Will the benefits they provide exceed their cost?
- Do I understand and agree with their investment philosophy?
- Do their recommendations make sense to me?

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Our goal as your dedicated financial advisor is to provide you with peace of mind, comfort or at the very least let you know where you stand.

Retirees or close to it
We specialize in people who are retired or close to it (typically 10 years or less). This allows us to tailor our services and expertise to the unique needs of retirees.

Collaborators
We know how to guide people to and through financial planning, but who knows your life better than you? Together, we will build a strategy to manage your financial assets so you can focus on living!

Individuals who value putting money away
Often categorized as a saver, you appreciate planning ahead and remaining prudent. You’ve worked hard, saving a nest egg of at least $300,000, and want to ensure you’re taking advantage of all of the opportunities it brings.

Good People
This might sound cliché, but we will only work with genuinely good people with whom we share a mutual respect.
5 Following
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11 posts
https://erwealth.com/
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Living in United States
Located in 208 S. First Ave, Suite B, Morton IL 61550

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