Looking for REAL Results From a Realistic Plan

The REAL Plan is an easy to follow process that guides you through the steps necessary to create a solid wealth plan. It is the Petropoulos Team's proprietary process for simplifying, clarifying and analyzing information about your finances, as well as your personal goals and criteria for prosperity.

The REAL Plan process clarifies goals and risk, resulting in a customized strategy. Once you have completed the process, you will be assured that your financial strategy, whether for retirement or for achieving life goals, is built on a sound foundation and realistic expectations.

 

1. Review

Review your current financial situation and investment strategy to put together a plan that suits you and your life needs.

 

2. Establish

Establish your short- and long-term goals for how you want to live your life, both before and after your retirement.

 

3. Assess

Assess your risk tolerance and identify any financial, estate and tax-related issues so you are comfortable with the decisions made going forward.

 

4. Lead

Lead you through easy-to-follow steps so that you'll have a long-term investment strategy that you can clearly understand and manage.

 

Clarity, Freedom, Peace, Confidence and Trust

With your personalized plan in place, we execute the strategy, support it using a range of resources and continually adapt it to your evolving circumstances to ensure a comprehensive plan.

The Petropoulos Team is an investment advisory team that creates and monitors a wealth plan to help busy people like you manage your current and future life needs.