Giordano Wealth Management Group

CONNECT

Address:

644 North Santa Cruz Avenue Suite 4
Los Gatos, CA 95030

Phone:

(408) 354-5554

Financial Planning


"We believe that having a sound financial plan is crucial for future success."


 

DISCOVER

During the discovery process, we gather information on our clients' current situation.  We spend time learning about their future goals, dreams and wishes.     

DISCUSS

The financial plan gives us the ability to talk with our clients  about strategies to consider in order to close the gap between their current situation and their future goals.     

 

 

 

IMPLEMENT

Once a strategy has been agreed upon, we handle all elements of implementing the plan.  This includes ongoing monitoring of its progress as well as regular reviews and updates.  

REVIEW

Annual financial planning review

Annual investment review

Life events as appropriate

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