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  3. Our Process

Our Process

We believe financial success depends on process. By asking the right questions, we’ll help you find the right answers. We use an in-depth interview guide to better understand your values, goals, relationships, interests and more.

Here’s a quick look at our process for new clients, addressing all of their needs:

 

 

Discovery Meeting

This is our kick off meeting where we discuss your long-term expectations and goals.

 

Investment Strategy Meeting

Here, we present our recommendations and game plan for achieving those goals.

 

Mutual Commitment Meeting

Can our partnership add substantial value to your life? That’s the question we ask before deciding to work together.

 

45-Day Follow-Up Meeting

When you have multiple investment accounts, it’s easy to be overwhelmed. We will organize your paperwork and portfolio to help avoid that.

 

Regular Progress Meetings

Open communication and frequent advanced strategies meetings help lead to sustainable success. During these sessions, we will review your progress and make necessary adjustments for the years to come.

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Contact info

  •   8988 Ruffian Lane, Newburgh, IN 47629
  •   812.490.9100 | 888.490.9101
  •   812.490.9102
  •   NEWBURGH@SHOEMAKERFINANCIAL.COM

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Shoemaker Financial is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Shoemaker Financial are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Shoemaker Financial are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3121112 DOFU 06/2020

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