GOAL IDENTIFICATION

PLAN DEVELOPMENT

Jeremy will conduct a portfolio stress test on your current investments and review your current statements. His goal is to ensure your financial goals and objectives are in line with your level of comfort in taking on risk so he can design a personalized financial roadmap that best meets your long-term needs.

STRATEGY DEVELOPMENT

Education is the key to transparency and Jeremy Sakulenzki wants to help you understand his forward-thinking investment process and strategies because these important financial decisions directly impact your life. Once you have a thorough understanding of this process, Jeremy will make recommendations on strategic allocations and implement your personalized protection plan so you can live your life by design, not by default.

TRANSPARENT COMMUNICATION

Once your plan is set in motion, you’ll define how Jeremy and South Texas Wealth communicates with you. Some of your options are phone, email, mailings or in-person– but you can expect Jeremy Sakulenzki and South Texas Wealth to deliver proactive, transparent communications and unparalleled service.

During your initial meeting(s) with Jeremy Sakulenzki, you’ll get to know one another so he can help you identify what to improve, develop or change as it relates to your financial planning strategy. By going through a confidential retirement planning assessment, Jeremy will be able to determine your risk tolerance along with your long-term financial goals and objectives. This will help him identify and set the foundation of your retirement plan.