Our Process

We believe you deserve not only planning that focuses on who, how and when, but more importantly, planning that focuses on what matters most to you, and the right wealth strategy to achieve those goals.

Below are the four stages of our planning process. These four stages provide our clients with clarity, decisions, results, and confidence.

  1. DISCOVERY - We will listen and learn your goals and what’s important to you. Discovery leads to clarity.
  2. CREATIVE SOLUTIONS – Our team will create a unique strategic plan for you and your family to turn your vision into reality. Solutions lead to decisions.
  3. STRATEGY DEPLOYMENT – Together we will implement the solutions that will bring you closer to your long-term goals. Strategy deployment leads to results.
  4. RESULTS MANAGEMENT – We will help you sustain lasting results to achieve financial comfort and security. Results lead to confidence.
Northwestern Mutual Planning Horizon
COPYRIGHT 2018 THE LEGACY COMPANIES, LLC. CONCEPTS USED IN THESE MATERIALS USED WITH PERMISSION FROM THE LEGACY COMPANIES, LLC. LEGACY MATERIALS AND CONCEPTS ARE ONLY MADE AVAILABLE TO ADVISORS IN THE FEE-BASED FINANCIAL PLANNING PROGRAM AT NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY. JAY BROEG IS A FEE-BASED PLANNER.

Jay Broeg is a Fee Based Planner