Broker Check

Process & Solutions

YOUR FAMILY CFO PROCESS



Getting to know you and your family

It is vital for us to know about you and your family so that the best possible strategy is created for those you care about. Therefore, you get the best results when we are able to meet with you and your spouse, if you are married. Together you will help us understand your true goals.

Understanding Your Life Goals

What are your current and future goals? Why are these goals important to you and your family?


Gathering Your Information

Your pieces of information are crucial to creating your personalized strategy.

  • Account Statements
  • Assets
  • Debts
  • Tax Returns
  • Any previous estate or protection planning you may have done (Don’t worry if you don’t have anything. That is what we are going to help you with.)

From there we will begin putting together your personalized strategy based on your unique situation and desired goals. This will help reveal action items that will be completed to create your life changing strategy.

Communication will also begin with your other professional advisors. It is crucial that all your advisors are moving in the same direction to help you achieve your goals. We will orchestrate this process for you.





Together we will complete your action items in a timely manner. The completion on the actions will bring your strategy up to date.

The markets can be unpredictable, however your retirement planning doesn’t have to be. Now that your strategy is in place it is our commitment to keep it growing with you.



Owen LaRue Financial will work diligently to complete your checklist and give you piece of mind that you are on your way to achieving your goals.

Communication is important to us and we will do everything that we can to keep you informed of the progress.



We will continue timely, strategic, and tactical meetings to help you navigate life and assure you achieve your goals.

The Tools In Our Tool Belt

Some may want to see the tools in our tool belt. If you do, here they are!

PLAN

  • Retirement Plans
  • Tax Plans
  • Succession Planning
  • Contract Negotiation
  • Trust Planning
  • Student Loan Analysis
  • Debt Management
  • Cash Flow Management
  • Deferred Compensation Plans
  • Business Valuation
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • 457 Planning

PROTECT

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Key Person Insurance
  • Buy-Sell Agreements

INVEST

  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Retail Accounts
  • Retirement Accounts
  • Trust Accounts
  • Exchange Traded Funds
  • Separately Managed Accounts
  • No Load Mutual Funds
  • 529 Educational Accounts
  • Structured Products
  • Bonds
  • Common Stock
  • Treasury Bills
  • Government Securities
  • Treasury Notes