FIVE-STEP EDUCATIONAL PROCESS

1. Identify Lifetime Objectives and Strategies.
At Money Advisors Group, we don't believe in a “cookie-cutter” approach. No two situations are alike. We tailor your financial strategies to assist you in achieving your specific lifetime goals and objectives.

2. Understand All of Your Options.
Some advisors are not willing to spend the time to educate you. At Money Advisors Group, we believe an informed client is a good client. We want you to understand your options so you can sleep better at night.

3. Determine Your Risk Profile.

How much of your money should be in higher risk investments? How much should be in more conservative investments? We believe in staying within your comfort level rather than chasing short-term market returns. Remember, we focus on educating investors on how to manage risk.

4. Building Your Model.

Your personal preferences, as well as your cash flow needs, are some of the factors that determine which investments to put into your model. In building your model, we educate you about today's conservative investment options, which are more numerous than ever before.

5. Schedule Regular Periodic Reviews.

Last, but certainly not least, at Money Advisors Group, we believe regular periodic reviews will help ensure you stay on course. Our company's success can be contributed to our high level of customer service. We follow-up with our clients on a consistent basis with phone calls, updates, newsletters, client appreciation events and more. We're here for you.