Broker Check

Our Process

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At Jackson Bellush, we have a time-tested, established process.

First, we discuss your goals, your needs, and your wants.  It’s an opportunity to build trust and rapport, as well as learn about your comfort with risk.  We understand it’s not always about what you make, but what you keep.

Second, we’ll use those conversations to design your financial plan, and may include collaborating with your accountant and lawyer. We present our recommendations to you, answer your questions, consider alternatives, and outline the steps we need to take to implement your plan.

Third, we will execute your unique investment strategy using the extensive research and resources available to us. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.

Lastly, we will review the progress of your plan, suggest changes where needed, and provide ongoing reporting.  We will conduct personal periodic reviews to ensure your plan stays on track towards your goals.

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