Financial Planning

Creating a road map
for your financial future

 

Focused on You
Our personalized financial planning gets to the heart of what matters to you.
Process
Our structured approach to wealth management gives you the attention you deserve.
Results
We create strategies tailor-made to reach your financial goal.
Your Goals, Our Focus
Everyone has financial goals. At John Graham & Associates, Inc., we know what it takes to help you achieve them. That is why we created the Wealth Tower Process.

 

Our Process
We take a disciplined, structured approach to wealth management. This careful, steady formula allows us to give you the personalized planning that you deserve.

  1. Meeting your financial advisor 
  2. Understanding who you are and what is important to you
  3. Assessing where you are in relation to where you want to be
  4. Discussing a strategy to accomplish your goals
  5. Implementing the strategy

The Results
You are interested in results. This in-depth process was designed to help you reach your goals of 

  1. Creating wealth
  2. Preserving wealth
  3. Providing income

We have the desire, tools and know-how to get you results. We can provide you with a high level of personalized financial planning services to create strategic plans, tailor-made to reach your individual goals.

Services We Provide:
Whether you are an individual, for-profit business, or not-for profit entity, we are ready to help you with all your financial planning needs, including:

  • Comprehensive Financial Consultations
  • Portfolio Construction and Management
  • Fee-Based Financial Planning
  • Investment Advisory Services
  • Life, Disability Income, and Long-Term Care Insurance Planning
  • Retirement Income Planning
  • Education Savings Accounts
  • Smartdonor™ Charitable Giving Strategies for donors and not-for-profit organizations
  • Business Planning
  • Estate Planning

We can help you with: 

  • 401(k) Rollovers
  • Traditional and Roth IRAs
  • Mutual Funds, stocks, bonds and annuities
  • Money Market Accounts (with check writing)
  • Risk Management
  • Much More

Contact us at 309-699-6608 or jga@midwesternsecurities.com to take the first step toward your financial future today.