Our Process  
Step 1   First Meeting
We will meet to discuss the Lifetime Economic Acceleration  ProcessTM. We will describe the Questionnaire, which is the first step in providing you with a personal financial analysis.  This questionnaire is designed to be easy and quick to complete.  The completed questionnaire along with associated financial documents will be needed prior to the next meeting.
   
Step 2  Questionnaire Review Meeting

Using the completed questionnaire along with the financial documents you have provided we will discuss your complete financial profile.

   
Step 3 PS&G Model® Meeting

Using the information provided from your questionnaire and documents from our second meeting we will present the results of the analysis that will map your financial future for Protection, Savings and Growth.  We will first discuss your present financial situation and then work with your future situation.

   
Step 4 Strategy Meetings

From the results of the model and our discussions we will begin implementing the strategies we have agreed to that will enhance your wealth creation with a minimum of additional expenditures.

   
Step 5  Regularly Scheduled Meeting
We will maintain the role of the Macro Manager for your financial well being.  We will meet with you on a regular basis to review and modify the plan when necessary to reflect any changes in your financial status and recommend implementation of changes when necessary.

Registered representatives of and securities products offered through OneAmerica Securities, Inc. Member FINRA, SIPC, a Registered Investment Advisor, 6995 Union Park Center, Suite 190 Cottonwood Heights UT 801-676-1500. Insurance representative of American United Life Insurance Company® (AUL) and of other insurance companies. Longs Peak Financial is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Advisor.

Longs Peak Financial has representatives who are licensed and authorized to conduct life insurance business in AZ, CO, Ml and WY. Longs Peak Financial also has representatives who are licensed and authorized to do conduct securities related business in CO, TN and WV. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.

Neither OneAmerica Securities, AUL, Longs Peak Financial, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.

Guarantees are subject to the claims paying ability of the issuing insurance company.

Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any governmental agency.

 

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Longs Peak Financial
150 E. 29th Street, Suite 275
Loveland, CO 80538
Phone: 970-461-0808
Email: info@LPFAdvisor.com

 
 
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