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  2. Our Process
  3. Our Planning Process

Our Planning Process

As your financial resource, we are committed to helping you accomplish your unique financial goals and objectives. After developing a thorough understanding of your risk tolerance and short- and long-term goals, we will work together to create a customized financial plan. In order to accomplish this, we will take you through the planning process, which is designed to help us determine how to best address your financial goals and dreams.

Discover

  • What are your hopes and dreams?
  • What are your financial concerns?
  • Do you have a high or low tolerance for risk?
  • Do you have any specific tax considerations?
  • What is your time horizon?

Review

  • Annual plan review (minimum)
  • Measure progress towards goals
  • Incorporate life changes
  • Adjust strategies as necessary
  • Ongoing due diligence of portfolios

 

 

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Recommend

  • Risk management strategies
  • Customized asset allocation
  • Investment portfolio construction
  • Income strategies
  • Asset preservation

 

 

Implement

  • Implementation schedule
  • Account establishment and funding
  • Introduction to account access
  • Develop benchmarks

 

Fee based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.

Our Process

  • Planning
  • Investing
7400 W. 110th Street, Suite 700
Overland Park, Kansas
66210 United States

  •  Tel: 913-696-2405
  •  Fax: 913-345-9604
  •  Info@Evolutionadvisors.org
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Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances.  Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Evolution Advisors is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

PPG-140659 (Rev. 9/20) (Exp. 9/24)

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