Broker Check

Our Approach

Doug Radcliffe presented his model for retirement planning for small businesses at the Top Advisor forum in Miami, Florida.

Invest Central uses a detailed four-step process in getting to know potential clients. Our goal is to offer a clear picture of your present situation, a strategy for moving forward, as well as peace of mind about your future.

Step One: Discovery
A complete data gathering session designed to establish a baseline that reflects where you stand today financially. Together, we visualize your goals.


Step Two: Strategy
Our team prepares and presents a working financial plan for your review. Together, we clarify your current financial situation and discuss appropriate options to help you realize your vision.


Step Three: Implementation
We deliver a completed, comprehensive financial plan - to include business, estate and investment needs - that is tailored to your financial situation, goals and dreams.


Step Four: Review
Regularly scheduled reviews, designed to revisit timelines and discuss current economic issues that impact financial decisions, keep us engaged with our clients. We build relationships based on trust, knowledge and confidence.


 

Doug Radcliffe with Andy Friedman. Political affairs expert and Principal of “The Washington Update,” Friedman appears frequently on CNBC and in publications ranging from the Wall Street Journal and USA Today. CNBC calls him “One of Washington’s savviest political observers.”


At Invest Central, we work collaboratively and with full transparency and disclosure.