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A Look Into Our Process

Personalized, goals-based approach

At Loggerhead Wealth Management, we take a personalized, goals-based approach to retirement planning. Once we've established rapport with a potential client to confirm we're a mutually good fit, our refined 6-step process helps ensure you get the quality guidance you deserve.

Step One
Gather Data

We start by getting to know you on both a personal and financial level. This includes gaining a deep understanding of your current financial situation, assets, expenses, income streams, tax status, risk appetite, values, and short & long-term goals.

Step Two

With all the necessary data gathered, we work closely with you to define your specific financial objectives and turn them into tangible, targeted goals with realistic time horizons. This collaborative goal-setting gives us a framework for developing optimal strategies.

Step Three
Process Information

We thoroughly analyze the gathered data, running calculations and projections to model different planning scenarios. This allows us to see clearly what strategies could get you from where you are now to where you want to be.

 Step Four

Drawing insights from our analysis, we suggest financial strategies aligned with your situation, needs, risk tolerance and goals. We walk through pros/cons of each so you can make educated decisions on which strategies to adopt.

Step Five
Implement Strategies

Once you've selected the strategies you wish to move forward with, we handle all the heavy lifting of efficient implementation. This includes paperwork, account setups, asset allocation, estate planning and more.

Step Six
Monitor Strategies 

We conduct regular progress checks, performance benchmarking and strategy adjustments to ensure your financial strategies remains optimized as your life situation evolves. Our goal is to give you long-term, dedicated support.

Confidence & Clarity

At Loggerhead Wealth Management, we are dedicated to helping you navigate the complexities of the financial landscape with confidence and clarity. Contact us today to schedule a consultation and discover how we can help you achieve your financial goals.

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8 Timeless Principles of Investing

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