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Our Approach

Life Planning

While your financial plan is critical to helping you plan for your financial future, we feel that life planning is even more important to consider. What is it that you want to achieve in your life? At Phase 3 Advisory Services we build your financial plan around your life goals. It is not enough for your financial plan to work – we want it to work for YOU.

Our 4-Step Approach to Financial Planning

Through our 4-step process, Phase 3 Advisory Services assists you to develop a customized plan to help weather any financial season. We work with you to develop a plan to meet your needs that you are comfortable with. Once your plan is in place we regularly review it and make adjustments along the way as necessary.

Step 1: Discover Your Needs and Lifestyle Goals

Step 2: Create Your Customized Financial Plan

Step 3: Put Your Plan Into Action

Step 4: On-going Review & Management 


© 2017 Phase 3 Advisory Services, Ltd. | 1110 W. Lake Cook Road, Ste 265, Buffalo Grove, IL 60089 | All rights reserved
P: 847-520-5545x230 | tspiegelhalter@phase3advisory.com |
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Securities offered through Royal Alliance Associates, Inc., member FINRA / SIPC.
Insurance and investment advisory services offered through Phase 3 Advisory Services, LTD., a registered investment advisor not affiliated with Royal Alliance Associates, Inc.