Let’s plan for it.

Are we ready? Can we retire? What will retirement look like? What do we need to do to prepare for retirement? These are common questions. Our goal is to help you answer them.

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ABOUT AUROCHS FINANCIAL GROUP

You’d like to have enough wealth so you can live a life with no regrets – the life you’ve always dreamed about.

And yet, you know how overwhelming and confusing it can be. Which solutions are the right ones for you and your dreams? How can you be sure you’ll be in the right position for life’s changes?

Let’s plan for it. Because so much is possible with a strategic, consistently implemented plan, we’ve created a proprietary method called The Smart Decision Process™. This method ensures nothing is overlooked while creating a dynamic model for making smart decisions based on your most important objectives and values. Simply put, it allows for flexibility and diligence in achieving your goals throughout the planned and unexpected developments in your life.

We’re here for the long-term with you. Ultimately, to be there to see you living that life of your dreams. We’re planning your success.

Our Wealth Management Process for Prospective Clients

DISCOVERY MEETING
Complete discovery process followed by our diagnosis and recommendations for moving forward.
INVESTMENT PLAN MEETING
Presentation of investment plan, details on our investing approach, and our specific recommendations.
MUTUAL COMMITMENT
Confirmation of commitment. Decision to become client.
45-DAY FOLLOW-UP MEETING
We kick-off the creation of your advanced plan. Comprehensive evaluation of the entire range of your financial needs.
REGULAR PROGRESS
As needed. Review of progress and implementation of advanced plan.

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