The document discusses creating a financial plan to achieve one's goals by first understanding a person's current situation and objectives, then providing a customized analysis and recommendations to meet those goals, and helping to implement the strategies through regular reviews and updates. It emphasizes listening to the client, developing a unique plan, explaining recommendations, and providing ongoing support and adjustments. The financial advisor can help individuals, families, and businesses with a wide range of planning and investment services.

1. Don’t dream about your future
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Listening/Fact Gathering
We ask questions to
I f you’re like most of us, you have an idea of where you want to go,
but are too busy to plan your financial future. We all want happiness,
good health and financial stability. Unfortunately, most of us have no
understand your goals clear plan on how to achieve these goals.
and objectives.
Financial Analysis
We give you a Like any other goal, one of the best ways to achieve financial goals is to
customized analysis of create a plan that helps you gain the things you want.
your financial position.
I have helped many people like you; because I have the experience to
develop flexible plans that can help you achieve your goals.
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To Start…We Begin By Listening
Design of Strategy We want to understand what your needs are. We begin by asking
We make specific
recommendations questions and listening to your answers. Together we will review
to help achieve your your present situation and define your future goals. Do you want
financial goals.
to save for your children’s or grandchildren’s college education;
Implementation retire and maintain your lifestyle; make sure your estate is in place
We can help ensure
that your strategies are so your heirs, not the government, inherit your assets?
carried out.
Once we have analyzed your current financial situation and
developed a clear picture of your financial objectives, we can
review with you exactly what steps we need to take to help reach
your goals.
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Review and Update
Together we regularly Next…The Planning Process
review your changing
financial situation and We start putting together a strategy of specific recommendations
circumstances.
that, taken together, form a plan that is unique to your personal
financial situation. Once the plan is in place, we take the time
to meet with you and make sure you understand what is being
recommended and why.
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Plan For It Making Choices — Business Services
Implementing Your Decisions Planning Wisely For business owners, the process is the same.
Building We provide you with sound planning for the
One of the most important services we
can provide is to help you implement the Relationships future and help you identify opportunities
recommendations we have made. Whether it’s Planning is about making choices, life choices that can help allow you and your company
savings, investments, or insurance, we have the in response to your personal needs. There to prosper and grow in a rapidly changing
ability to execute your decisions. are three phases of your financial life, each economic world.
requiring a unique set of planning strategies. Understanding that businesses have a unique
Reviewing and Updating Our role is to address each phase with creative set of circumstances, we can help you provide
Remember that unknown factors, both solutions and to facilitate the transition benefit plans for your employees that include:
positive and negative, are always ahead of us. between each phase effectively and efficiently. plan design, administration and investment
We will be there to review past decisions and Think of this as life planning. Working management services.
help make the adjustments needed so that your together, we can help you achieve your goals.
investment plan continues to work to meet Sound planning can create confidence for you
your goals. Pre-Retirement Accumulation and your key executives, help ensure business
Retirement Distribution continuation, and provide funding for your
Estate Transfer buy/sell agreements.
We can help your business succeed both today
and in the future.
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* Securities offered through registered representatives of NFP Securities, Inc. A Broker/Dealer, and member finra/sipc.
NFP Securities, Inc. is not affiliated with Consigli Wealth Management, Inc. Consigli Wealth Management, Inc. is not
a registered investment advisor. Investment advisory services offered through investment advisor
representatives of NFP Securities, Inc. a federally registered investment advisor.
* NFP Securities, Inc. does not offer tax or legal advice.
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C on s i g l i
wealth management, inC.

2. ® Jeff Hinds. Image from BigStockPhoto.com
services to help achieve your goals
For You and For You and
Your Family Your Business
• Financial Planning * • Succession & Retirement
• Investment Analysis * Planning
• Asset Management * • Key Executive Benefits
• College Planning * – Deferred Compensation
• Retirement Planning * – Executive Bonus
• Tax Planning * • Qualified Retirement Plans *
• Insurance Planning * – Pension *
• Distribution Planning * – Profit Sharing *
• Estate and Legacy Planning * – 401(K) *
– SEP *
• Employee Group Benefits
• Employee Educational
Seminars
Brokerage Solutions • Insurance Solutions
Working together we can help you achieve your financial goals for yourself, your family, or your business.
Trust • Integrity • Commitment
C onsigli Wealth Management, Inc. is an independent financial planning firm with
offices in New York and Arkansas. We are associated with NFP Securities, Inc.,
one of the country’s largest independent broker dealers.** Our business philosophy
and that of our advisors is based on a foundation of service, advice and planning. Our
advisors help individuals and businesses achieve their financial goals. Trust, integrity and
a commitment to the client are what make Consigli Wealth Management, Inc. special
Consigli Wealth Management, Inc. offers a mix of professionalism and outstanding
service to its clients. We understand that knowledge alone is not enough. Service that
is timely and reliable is the key to building client confidence. We understand that service
means everything from the simple act of returning phone calls promptly to spending the
time to develop a sophisticated financial strategy. Our commitment to offering the best
available is also found in our support staffs who are dedicated not only to exceptional
service but to maintaining high professional standards.
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Advice that is comprehensive and independent is essential in the planning process.
Consigli Wealth Management, Inc. advisors are able to choose from a broad array of
financial resources and services. Whether you need a question answered or you need
to find a solution to a complex situation, our clients can be assured that their financial
professional is always working in their best interests. C on s i g l i
wealth management, inC.
Planning for your future requires time, knowledge, and expertise. Few of us can do it 2307 Pine Ave.
well on our own. Your Consigli Wealth Management, Inc. advisor will be your planning Niagara Falls, NY 14301
partner, making sure you understand your current situation, define future goals and stay phone: 716.205.0165
on target to meet those objectives. We believe that our independent open architecture Fax: 716.205.0168
Toll free: 1.866.317.2403
approach can mean a world of difference when planning your future.
111 S. Boulder
** Based on total revenue June 2007 Financial Planning Magazine. russellville, ar 72801
phone: 479.967.0005
w eoas ilt h
Fax: 479.967.0265
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It’s Your Future... Plan For It
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2307 Pine Ave. • Niagara Falls, NY 14301 111 S. Boulder • russellville, ar 72801
phone: 716.205.0165 • Fax: 716.205.0168 phone: 479.967.0005 • Fax: 479.967.0265
Toll free: 1.866.317.2403