At Titan Financial is all about you. We are a full-service financial firm committed to understanding and supporting the pursuit of your goals. Many national financial firms can use a “one-size fits all” approach with clients. Things are different at Titan Financial - we are locally owned in Huntington Beach and use a customized approach to help you with your personal financial objectives.
Some of our new clients start with Titan Financial because they have a 401k from a former employer and need help with a Rollover IRA. Other clients start working with us to invest in Mutual Funds. Our clients closer to retirement often start with us because they need help with Index Annuities or Long Term Care Insurance. No matter what your needs might be, we go through a six step process to insure you get customized financial and retirement planning that’s right for you.
Titan Financial New Client Process:
- Establish Our Relationship: We listen to you, we answer all your questions and then ask you some key questions so we clearly understand your needs and goals.
- Information Gathering: We gather your financial data, define your goals and discuss your time-frame along with how you feel about risk.
- Analyze & Evaluate: We assess your current finances and determine exactly how you can reach your goals. This might include - assets, liabilities, cash flow, insurance, taxes & investments.
- Financial Planner Recommendations: We offer recommendations based on the info you provided; then listen to you and answer your questions so can make informed decisions.
- Financial & Retirement Plan Implementation: We agree on a plan and then go to work for you putting your plan in motion.
- Financial & Retirement Plan Monitoring: As our client, you are responsible for sharing any changes in your financial situation while we monitor your plan.
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Titan Financial, we’re here for you.