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At Assad Financial Group, we prefer to take a measured, thoughtful approach-one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.

Step 1: Everyone is different, so it's important for us to learn as much about you as possible. What are your goals? Where would you like to be in 10 to 20 years? What financial resources do you already have in place? The more we get to know about you, the more insightful our recommendations will be.

Step 2: Together we'll prioritize your goals and turn them into clear, measurable objectives. That way you can see how even the biggest challenges-like paying off your mortgage or retiring early-can be accomplished.

Step 3: Next, we'll identify some insurance and financial products to help you meet your goals and needs. We even prefer to consult with your financial, tax, and legal advisors to make sure our efforts fit in with your overall plans.

Neither Assad Financial Group, LLC, New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

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