Our Process

The Podell AdvantageTM is our process designed to align our clients'
visions and goals in a way that helps create and protect their wealth.

Phase One: The Vision CreatorTM

This is our first step where we determine what is important to you and what you would like to get out of life and your future.

Phase Two: The Relationship BuilderTM

The relationship builder allows us to gather as much information as possible. We want to earn your trust and build a long term relationship.

Phase Three: The Path to ProsperityTM

We design a roadmap to follow a path that can help lead directly toward your vision.

Phase Four: Wealth Accumulation NavigatorTM

This stage is where we implement solutions that are specific to your vision creator.

Phase Five: The Trusted AdvantageTM

As your trusted advisor, our team strives to provide value to you, by strengthening our relationship and always being there to serve you.


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