Our Approach

Our Approach

As financial advisors, we help our clients by providing sound financial advice based on our many years of experience and continuous research of the market environment.
Financial Planning Process

Our approach involves a five-step process to help you build your financial plan:

1. Discovery Meeting – We begin by asking you questions about your current income, investments, assets, and liabilities, as well as learn about your goals and plans so that we can begin building the foundation of your plan for the future.

2. Developing Your Plan – We take the information and feedback you provide at the Discovery Meeting and develop a plan that is customized to help you achieve your goals.

3. Reveal Your Plan – During this next meeting, we present our best recommendations in a plan that is tailored towards realizing your future goals and needs. 

4. Implementation – We help you implement your plan by allocating your money to various products (mutual funds, stocks, bonds, annuities and life insurance) that will help you reach your dreams.

5. Review Your Plan – Your advisor will meet with you on a regular basis to review your plan, as well as monitor and adjust your investments for optimal financial return.


Investment Management Process

In developing a customized investment strategy, we take into consideration your life goals, financial needs and tolerance for risk. 

Because changes in the market are often unpredictable, we believe in an active, hands-on approach to managing your money.  We do this by monitoring your investments and recommending the kinds of products and services that will help you achieve your financial goals and dreams.

It’s not only about fast and easy gains.  Our active management approach also allows your investments to grow and mature over an extended period of time.  In managing your investments, we define overall financial success by considering both short- and long-term returns on your investments.  

Registered Representatives associated with the Shiraishi Financial Group offer securities through Independent Financial Group, LLC (IFG), a registered broker-dealer. Member FINRA/SIPC.

As applicable, Financial Advisors associated with the Shiraishi Financial Group offer advisory services through SFGA LLC, a registered investment adviser. SFGA LLC and IFG are not affiliated.

The registered representatives associated with this website may only discuss securities or transact business with persons who are residents of AZ, CA, HI, IL, MI, NC, OR, TX, UT, VA & WA .

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

Website Design For Financial Services Professionals | Copyright 2023 AdvisorWebsites.com. All rights reserved