Creating a Financial Plan

Learn | Plan | Act | Repeat

Your financial plan is a dynamic roadmap that will encounter changes through the stages of your life. In order to ensure that your plan stays on-track, we utilize tools to learn, plan, act and review your targeted goals.

Learn. Your financial advisor will take time to understand your current situation, your goals for the future and your questions and concerns along the way. As your guide, he or she will work with you to create a financial needs assessment that encompasses your goals today and for the future.

Plan. Once your advisor clearly understands your plans and requirements such as your budget, ability for future investment, income needs and risk tolerance, the planning can begin.

In addition to applying his or her expertise to your situation, your advisor has sophisticated tools to aid in providing a plan tailored for you.

Act. Your plan may include a recommended asset allocation that will reflect the appropriate mix of equity, fixed income and cash that will best help you reach your goals. Your advisor will also discuss which specific investments are best suited for your portfolio.

Repeat. As you move through the various stages of your life, you will encounter changes that may impact your plan. Your advisor will review your plan with you to stay informed about life changes and amend your plan to ensure those goals remain within your reach.

The Ziegler Advantage

Your Ziegler financial advisor has the expertise and tools to get you started on your journey. To receive your financial plan, contact your advisor or our Client Service Center at 1.888.884.8339 or clientservice@ziegler.com where experienced advisors are available to help you plan today.

Financial Planning for Your Stage in Life

Our planning services are not financial planning (unless they are specifically called investment consulting services). The do not create an investment advisory or a fiduciary relationship (including under ERISA) between  you and B.C. Ziegler and Company. B.C. Ziegler and Company will prepare a financial plan at your specific request through NaviPlan.

Investment consulting services are offered at B.C. Ziegler and Company only through investment advisory programs and are not available through traditional brokerage accounts and products. Please speak with a Ziegler Wealth Management financial advisor to further discuss the differences between brokerage and advisory products offered by B.C. Ziegler and Company.