Broker Check

1201 Sixth Ave West
Suite 500
Bradenton, FL 34205

Alan B Irving, II

(941) 748-5404

 

Our Process

YOUR PLAN FOR A WORK-OPTIONAL LIFESTYLE

What financial goals are you working toward?

  • A comfortable retirementwithout running out of funds.
  • Cash flow managementwith uncertain income streams and expenditures.
  • Financial family protectionin the event of misfortune.
  • A lasting legacy for the generations.
  • Charitable givingwith maximum impact on a tax-efficient basis.

The process of planning to achieve goals can be overwhelming, often generic, and not applicable to your situation. That is where the professionals come in.


A PLAN THAT IS UNIQUELY YOU

At Irving Financial Group, we’ve developed our DNA Process to create a personalized plan tailored to your unique circumstances.


Discover—

We help you articulate and define your goals so they become concrete and measurable.

We ask questions such as:

  • What is your current financial picture?
  • What do you want to accomplish?   
  • What is important to you?

The result: A clearer picture of your financial journey focused on what matters most to you.


Navigate—

We develop an action plan to help you get from point A to point B.

We answer questions such as:

  • How much can you spend in retirement without running out of funds?
  • How much do you need to save for your kids’ or grandkids’ college educations?
  • If something should happen to you, what kind of coverage would your family need to maintain the same lifestyle?

The result: A map of options available to help you achieve your goals, the risks involved, and the actions you can take within your comfort zone to help make them a reality.


Align—

Based on your financial DNA and your decisions, we’ll implement your plan. We’ll manage assets for your goals along your timeline. When circumstances change, we realign your plan.

The result: A plan that adjusts with you as your life changes and keeps you on track toward your desired destination.


Contact us to schedule a complimentary consultation with Irving Financial Group’s financial professionals. Let us help put you on a path toward turning your goals into reality.