Our Process
The Family Security Expander™ is a seven step process that delivers clarity related to life insurance and estate planning, wealth transfer and business continuity decisions. Planning for the security of those we care about and for the disposition of our accumulated resources requires a proven method. Our aim is for our clients to be confident that their plans are appropriate, and that their thoroughly considered objectives will be met.
Seven Steps to Meeting Your Financial Objectives
- The Sincere Look™
We listen to you and help identify financial objectives for your family. We assemble details related to your present financial status and needs. - The Family Confidence Solution™
We create a summary of your current financial position including projections of the future. This report will indicate the likelihood of meeting your financial objectives based upon present financial resources. View Sample Report - The Big Picture Organizer™
We interact with other members of your planning team, as needed, to coordinate your financial estate plan with your legal estate plan. View Sample Report - The Option Identifier Process™
If a need exists for financial products, we coordinate the process with the various providers. The process establishes the financial parameters for each optional solution. Periodic progress updates are provided to you. View Sample Report - The Funded Future Solution™
We present options for meeting your objectives. The most appropriate solution is selected and implemented. View Sample Report - The Financial Comfort Organizer™
We compile and present to you a final report. The package contains a summary and details of the final plan that was implemented, insurance contracts and legal documents. View Sample Report - The Periodic Review™
We agree upon and implement a follow-up schedule to review your plan.
Securities and Investment Advisory Services offered through NFP Securities, Inc. a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Adviser. The Bottoms Group is a member of NFP Benefits Partners, a division of NFP Insurance Services, Inc., which is a subsidiary of National Financial Partners Corp, the parent company of NFP Securities, Inc.
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NFP Securities, Inc. does not offer legal or tax advice.