Our Process

First National Planning Group, Inc., provides for the proper correlation of all your assets. Our particular specialty is asset management and attention to the intersection of your portfolio with your current business environment and estate plan.

Steve seeks to provide each client with a comprehensive approach to their investment and estate needs. Each client participates in four essential components in the "investment management process."

First is the Educational Component. At the client's discretion, this component seeks to enhance the potential client's perspective on how portfolio development actually works.

Second is the Personal Information Component. This component seeks to place the information acquired in the Educational Component within the context of each prospective client's personal and unique financial situation.

The third step is the If-Appropriate Component. This step seeks to apply our investment methodologies to the individual client for the purpose of moving forward with a specific plan.

The fourth step, The Quarterly Review, is really an ongoing step. Each client meets quarterly for portfolio review, investment education, and continued portfolio diligence.

Each step is regarded as important. There is no need to rush vital decisions. Steve spends a great deal of time during the implementation phases to ensure that portfolios are built on wise and prudent approaches that argue against a rush to quick judgments. 

As a result, clients of First National Planning Group, Inc., experience an unusually personalized approach to their investment plan and portfolio development.