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Our Process:

Personalized, Comprehensive, Consultative

May Wealth Management Group works closely with you throughout our four-step planning process to chart and help guide you along a path toward financial independence that is aligned with your particular requirements now and evolving needs in the future.

Discovery – Focused on your financial well-being, we take the time to listen and learn about your unique situation and concerns. We assess all the facets of your life—including your hopes and aspirations for your family and your future—and will gather a list of your assets, debts and legal documents. This data will assist us in performing a personalized financial and investment analysis.

Evaluation and Recommendation – We design a plan that accounts for your needs and life’s transitions. Knowing that well-informed decisions now can help enhance the quality of your life tomorrow. The action plan we agree upon together will help you take the next step toward your most important goals and aspirations.

Implementation – Good plans shape good decisions, which is why we take the time to make sure you fully understand and are satisfied with our recommendations. After shaping identifying and shaping your path, the specific elements we have agreed upon will be placed into action.

Ongoing Monitoring and Management – Regular client reviews enable us to consider market and life events in a timely manner and rebalance your portfolio as required to respond to opportunities and ensure your needs are being met.

Contact us to learn how our disciplined process can help you pursue your important lifestyle and retirement goals.