Our Client Experience Process

Our approach to wealth management is as unique as you. For the past three decades we have refined our Client Experience Process. It helps us understand you and personalize strategies to address your needs. We gain insight to your financial situation and then look beyond your finances to understand your most important values, hopes, concerns and vision for the future. Our approach is collaborative and utilizes a team of experts in areas of estate planning, financial planning, asset protection, insurance, social security, trust and more. These specialized resources support us in our mission to provide you the very best advice and concierge service. 

CE Process.jpg

The first step in our process is complementary FIT Meeting, which provides both you and The Reeg Group an opportunity to get to know each other and mutually determine whether there is a FIT to working together. You will learn more about The Reeg Group team, our firm, our approach to guiding clients and how we are compensated. The majority of the meeting, however, is dedicated to learning about you and what you are trying to accomplish. We have found that this step establishes the framework for a successful long-term relationship.  If we both agree there is a mutually good FIT to working together, we then schedule a Discovery Meeting.

From that very first Discovery Meeting through the entire planning cycle, our comprehensive, goal focused wealth management services are the foundation of every client relationship. Each client’s situation is distinctive: like fingerprints, no two are alike. Your family’s plan must be equally as unique. Our guidance is customized to the unique needs of our clients, their families and their businesses.

Our Client Experience Process

Our approach to wealth management is as unique as you. For the past three decades we have refined our Client Experience Process. It helps us understand you and personalize strategies to address your needs. We gain insight to your financial situation and then look beyond your finances to understand your most important values, hopes, concerns and vision for the future. Our approach is collaborative and utilizes a team of experts in areas of estate planning, financial planning, asset protection, insurance, social security, trust and more. These specialized resources support us in our mission to provide you the very best advice and concierge service. 

CE Process.jpg

The first step in our process is complementary FIT Meeting, which provides both you and The Reeg Group an opportunity to get to know each other and mutually determine whether there is a FIT to working together. You will learn more about The Reeg Group team, our firm, our approach to guiding clients and how we are compensated. The majority of the meeting, however, is dedicated to learning about you and what you are trying to accomplish. We have found that this step establishes the framework for a successful long-term relationship.  If we both agree there is a mutually good FIT to working together, we then schedule a Discovery Meeting.

From that very first Discovery Meeting through the entire planning cycle, our comprehensive, goal focused wealth management services are the foundation of every client relationship. Each client’s situation is distinctive: like fingerprints, no two are alike. Your family’s plan must be equally as unique. Our guidance is customized to the unique needs of our clients, their families and their businesses.

BAIRD HIGHLIGHTS