:: The Steps of Our Planning Process ::

PROCESS

Frisco, TX
2611 Internet Boulevard
Suite 110
Frisco, TX 75034
Phone: (214)423-4200
Fax: (214)423-4211
(click here for map)

Atlanta, GA
Five Concourse Parkway
Suite 2275
Atlanta, GA 30328
Phone: (770)391-4555
Fax: (770)391-9811
(click here for map)

Princeton, NJ
33 Witherspoon St.
Princeton, NJ 08542
Phone: (888)391-4563
(click here for map)

The Steps of Our Planning Process

Foundation
Assessment System™

Family Visions and
Values Conversation™

Risk Management
Strategies™

Our planning process is part of an established and refined system. Our clients enjoy the satisfaction of knowing every relevant asset will be accounted for and every available strategy will be considered.

Grid Asset
Allocator™

Estate Design
Maximization™

Asset Re-Titling
Process™

Lifetime Platinum
Partners™

Securities offered through DeWaay Financial
Network, LLC, Member FINRA/SIPC. Advisory services offered through DeWaay Advisory, LLC, a Registered Investment Advisor and Biltmore Capital Advisors, A Registered Investment Advisor. The Botsford Group and Biltmore Capital Advisors are not affiliated with
DeWaay Financial Network, LLC.

DeWaay Financial Network is not associated with 900lbs Creative