VEESART FINANCIAL, LLC

CONNECT

Address:

8245 Tournament Drive - Suite 130
Memphis, TN 38125

Phone:

(901) 748-4899, Toll Free: (800) 778-8738

Fax/Other:

(901) 748-3341

Wealth Consulting Process

We use a four-phase wealth consulting process to help build and maintain a comprehensive investment plan that is aimed toward meeting your long-term financial objectives:

Phase 1: Determine Financial Objectives

The consulting process begins with a comprehensive analysis of your present financial resources, liabilities, and objectives (both short and long term).  Additionally we will assist you in articulating the level of risk at which you are comfortable.

Phase 2: Developing a Plan

The key to creating your customized investment plan is our disciplined approach to the process of incorporationg investment products that are suitable to your unique financial goals and objectives.  Our process encompasses your investment time horizon, risk tolerance, and tax considerations in the overall plan design.

Phase 3: Implementation

It is importnat that you understand and are comfortable with all aspects of the investment plan.  We will then move forward by implementing specific recommendations.

Phase 4: Tracking Performance

A key to a prudent investment plan is to make certain that your portfolio account stays on track after our recommendations have been implemented.  We will closely review the performance of your portfolio account.  We will meet on a regular basis to discuss the performance of your investments and determine if any adjustments are needed.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals