Our Process

DeVol Financial guides clients as they transition from full-time careers to a more leisurely lifestyle.



Our process involves understanding the client’s desires for the future, identifying available resources, and building and then implementing their plan. With over thirty years’ experience we have the knowledge and experience to maximize the likelihood of success.

 How We Work With You:                                                                                  









       DOWNLOAD SAMPLE PLAN  

First Meeting: Analyze your present financial situation and identify your objectives. Develop an investment plan unique to your goals.

Second Meeting: Review plan and investment overview.

Third Meeting: Review final plan revised to accommodate discussion at second meeting and investment integration to make portfolio consistent with the plan. Coordinate your insurance program to be certain that risk has been controlled cost-effectively.

Ongoing: Monitor your situation and progress relative to your changing needs.



How We Bill:

Fee: $1,000-$2,500

Or we do investment work together

We bring an unbiased, systematic, and disciplined approach to your financial affairs in order to help realize the goals you have in mind — specifically, to retire at the earliest possible time while managing yourself against the risk of catastrophes.








 

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Check the background of this financial professional on FINRA's BrokerCheck