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Our Services

The primary services offered by Phase 3 Advisory Services include Mapping, Monitoring, and Management

Mapping is the term we use for financial planning and wealth management. Just as a good map will guide you from where you are now to where you are going, a good financial plan will help you determine how to get from where you are today to where you’d like to be in the future. Through mapping we offer customized services to meet your comprehensive financial needs including:

  • Retirement planning
  • Investing
  • Tax reduction
  • Balancing and managing risk
  • Paying for college
  • Balancing income and expenses
  • Life Planning
  • Reviewing insurance coverage
  • Leaving a legacy for your family

Monitoring is a key ingredient to financial success. The success of your financial plan or Map will largely depend on your follow through as well as the performance of your investment portfolio. As part of our Portfolio Monitoring Service, we will review your portfolio on a quarterly basis and identify any changes that need to be made.

Managing is the process of security selection. Where monitoring is concerned with the big picture, managing is concerned with the details. Managing is the process of choosing which stocks or bonds to buy and creating tax efficiency. Our job is to help you find the money management strategies that are an appropriate fit for your situation given your particular goals and risk tolerance.

© 2018 Phase 3 Advisory Services, Ltd. | 1110 W. Lake Cook Road, Ste 265, Buffalo Grove, IL 60089 | All rights reserved
P: 847-520-5545x230 | phase3@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.