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3480 Torrance Boulevard, Torrance, CA 90503

310.536.7111
gschill@theadvisorygrp.com
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Financial plans that are based on your unique needs.

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Personalized Planning and Investment Management


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Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.
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OUR THREE-STEP PROCESS

At The Advisory Group, we follow a streamlined three-step process that aligns with our philosophy of paying attention, acting smart, being prudent, and staying in touch. 

Initial Meeting and Detailed Discovery

 We begin with an introductory meeting to introduce you to our investment approach and methodology. We listen carefully to your financial aspirations.

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Retirement Roadmap and Personalized Program

Using the information gathered, we create a realistic retirement scenario with sophisticated planning software. This "retirement roadmap" provides a clear, honest picture of your financial future.

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Plan Implementation and Ongoing Management

With your approval, we implement your plan, opening and funding the appropriate investment accounts and guiding you through any recommended insurance or estate planning changes.

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Client Centered Approach

Client Centered Approach

At The Advisory Group, we are dedicated to helping our clients navigate the complex journey of setting and achieving their financial and retirement goals. Our mission is to help you work towards a relaxing and enjoyable retirement, knowing that we have your back every step of the way.

RESOURCES

Our goal is your success. Below are some resources to help you have a successful financial future.

ARTICLES

A collection of handpicked articles.

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CALCULATORS

Calculate elaborate financial decisions with total calculation.

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VIDEOS

Even more videos to enjoy.

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MARKET COMMENTARY

Each week the LPL Financial Research team assembles thoughtful insight on market news.

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Have a Question? We're Here to Help.

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