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Our financial planning process is founded on six core principles. We believe it is essential to have all six elements to be successful.

By strictly adhering to this process, we increase the success of your financial plan. We are dedicated to your success and will provide ongoing support in all areas of you plan.



First, we gather all the information necessary to make prudent and educated decisions. This can include gathering account statements, policies, estate planning documents and more. When requesting an initial appointment with Greer Financial Group, we will provide a fact finder questionnaire to allow you to prepare for your meeting.


We do not build a plan until we fully understand every aspect of a client’s current situation and define reasonable goals for the future. We seek to identify the accurate financial values and conservative variables that make up a plan, and identify specific goals we will be pursuing.


By utilizing eMoney Advisor software we summarize the analysis completed prior with a precise outline of the goals we understand today and the specific steps needed to be taken to work towards a successful achievement of your goals.


We work closely with our clients to help them implement every aspect of their plan. Our experience and organization ensures a seamless and convenient setup for clients.


In the management process, we continuously monitor the following:

1.      Our progress to our specific goals

2.      Whether we continue to be on track

3.      Identify any needed changes to our plan

Advance and structured planning is a client’s best defense from long-term investment losses and other significant negative financial events.


We provide structure to ensure financial decisions are rational and not influenced by emotions unnecessarily. The evaluation process involves making necessary changes and supporting the things that are still contributing to our success.



Fee based advisory services processed through and supervised by Liberty Partners Capital Management, LLC (LPCM) – a SEC registered investment advisory firm.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Note that any assessment presented here considers several relevant factors but many not consider all factors that are relevant to your particular needs. This information does not suggest future results nor is it intended to suggest what is prudent and appropriate for you. You should not make assumptions about the future performance of your investments based upon this information.

This communication is strictly intended for individuals residing in the state(s) of CA, ID, MD, TX and VA. No offers may be made or accepted from any resident outside the specific states referenced.

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