Our Process
Working With Us
At Cone Advisory Group, Inc., we understand your financial goals are personal and ever-evolving challenges. Our mission is to learn about and understand your objectives and long-term goals so we can help you develop, implement, and monitor strategies that address your individual situation.
We’re well aware of the challenges many individuals and families face, which can feel overwhelming—whether you’re managing debt or saving for college or retirement. Working together, we’ll customizes strategies to safeguard your financial future.
Our focus is your specific situation—which is why we create customized solutions to meet your individual needs. We start by listening closely to your objectives to ensure we truly understand your financial goals. Then we’ll work together to craft solutions that not only meet you where you are but also provide a plan for your long-term growth.
We think outside the box and challenge conventional wisdom in our approach to investing and preserving wealth.
Our Process
Our exclusive process helps ensure we understand your unique financial needs and can provide guidance to help you reach your goals.
- Understand your goals and vision to help you prepare for your dream retirement
- Review current financial planning decisions
- Analyze your investment portfolio and fee structure
- Examine your current tax situation to identify any potential future consequences
- Evaluate income needs based on your life expectancy
- Research long-term care and life insurance solutions
- Determine how you want to leave a legacy
- Income Plan
- Investment Plan
- Social Security Plan
- Tax Plan
- Long-Term Care and Life Insurance plan
- Legacy Plan
- Regularly monitor your plans and make adjustments accordingly to account for new goals or life changes
- Meet for an annual review to ensure we’re exceeding your expectations
- Help you sleep soundly, knowing you have a comprehensive retirement plan
The Cone Advantage Guide
Our proprietary Cone Advantage Guide is designed to help you accumulate wealth and protect your hard-earned dollars. As fiduciaries, our team always acts in your best interest, in all situations. We provide you with an exceptional planning experience so you feel comfortable about the key areas of your financial life is our primary focus.
Income Guidance
Income Guidance to protect against inflation and help ensure you don’t outlive your assets.
Investment Guidance
Investment Guidance to allow for market gains participation with less risk and volatility.
Social Security Guidance
Social Security Guidance to maximize your benefits through strategic filing approaches.
Tax Guidance
Tax Guidance to protect against consequences of overpaying in taxes.
Care Guidance
Care Guidance to protect assets from costs of a long-term care stay or dying too early.
Legacy Guidance
Legacy Guidance to enhance how your assets are passed to your heirs or charities.