Our Process

At Horning, Sarchione & Innerst Private Wealth Management Group we strive to make our client’s individual and unique financial goals into reality. We specialize in the management of individual investment accounts, as financial fiduciaries. Horning, Sarchione & Innerst Private Wealth Management Group research economic trends, geo-political issues, and trending growth-oriented securities to create and run high class investment portfolios for everyday investors. We specialize in estate planning and tax efficiency planning. We recognize that each client’s wants and needs are unique, which is why we start our relationship with a free one on one consultation.

During this consultation we will review your financial assets, including assets such as Individual Retirement Accounts (IRA’s, Roth IRA’s, SEP IRA’s), employer sponsored retirement plans, 401(k)’s, Non-Qualified accounts, etc. As well as any financial liabilities you may have, to collect an individual net worth profile for you. Next, we will discuss your financial goals and dreams, such as retirement planning, debt consolidation and pay-off, college and education planning etc. Lastly, and most importantly we will create an individual financial plan to help you achieve your financial goals.

Once you are an established client, we will conduct quarterly, semi-annual or annual meetings based on your meeting preferences. During these meetings, we will review your investment account(s) performance, discuss investment adjustments based on market performance and continue to keep you on your financial plan track.

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