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.