Call:     727-374-2990

Our Client Process

Our philosophy is simple: provide the best recommendation based on each individual clients' objectives.  We accomplish this in four ways:

  1. Create a Written Financial Plan (Cash, Protection, Intermediate and Long Term Goals)
  2. Seek to Provide Risk Adjusted Returns that Align with your Risk tolerance and Time to Invest
  3. Fair Expenses
  4. Great Service

As a new client, we will work through a 3 step consultative process that will help us get to know you and your objectives. Here's what you can expect:

1st Meeting:

1.  Get to know you and understand your current situation

2.  Learn what you are looking to accomplish

3.  Determine if our services line up with your needs

2nd Meeting:

1.  Gather information necessary to complete your financial blueprint

2.  Document your monthly cash flow and spending needs

3.  Evaluate your time line and risk tolerance

Important Note:  This is a critical meeting as the information is used to create your financial plan!

3rd Meeting: 

1.  Review your written financial plan

2.  Present the best recommendation to meet your objectives

3. If you feel the plan meets your needs, then we will implement the plan.

 

Here are the products and services we provide

Financial Planning:

  • Estate Design
  • Taxes
  • Cash Flow Management

Investments:

  • Bonds
  • CD's
  • Mutual Funds
  • Variable Annuities
  • Alternative Investments
  • REITS
  • Oil and Gas LP

Retirement Planning:

  • IRA and Roth IRA
  • 403B and Pension Plan
  • SEP IRA and Simple IRA
  • Retirement Income Planning

Insurance:

  • Life Insurance
  • Disability Insurance
  • Long Term Care
  • Insurance Annuities
  • Health Insurance

College Savings:

  • 529 College Savings Plans
  • UTMA's
  • Educational IRA

Custom: Disclosure for Health Insurance

Steven Prawl is an independent insurance specialist and is not securities licensed or affiliated with GA Repple and Company.

Securities and Investment Advice offered through G.A. Repple & Company, A Registered Broker/Dealer & Investment Advisor, and Member FINRA & SIPC Supervisory Office 101 Normandy Road, Suite 101, Casselberry, Florida 32707 phone (407) 339-9090

We are registered to sell Securities in: AZ, CA, FL, GA, MS, SC, TN
We are licensed to sell Insurance Products in: AL, FL, MS

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