• Page Menu

  • Contact Us

  • Financial Planning

    Building a Solid Financial Strategy

    In today’s challenging economic environment, it is important to take an active role in the planning and management of your assets. As one of the largest financial service providers in the country, Reliance Trust can help you create the right financial strategy to meet your needs and goals. We start by assigning a personal financial planner to work directly with you to explore your current financial situation and assess the potential future performance of your assets. Our goal is to design a plan that will help you maintain your desired income level during retirement.

    Financial Planning Strategies

    Our comprehensive financial planning strategies include:

    Our Six-Step Approach

    We believe in a six-step approach to the financial planning process, which includes:

    1. Establishing a client-financial planner relationship
    2. Gathering data & determining goals & expectations
    3. Determining the client’s financial status
    4. Developing & presenting the financial plan
    5. Implementing the plan
    6. Monitoring the plan