Every outcome is the result of executing an appropriate plan. We have a developed a thorough process that will help us guide you along your path to independence. Whether your situation requires Comprehensive, or Component Planning, we always follow the same process. Every client receives the same experience.
This can be Zoom or In-person. This will give us a chance to see one another, ask questions, and really to just determine if working together will be a good fit. If we decide to move forward, you will sign an advisory agreement to engage our services.
After our get acquainted meeting, we will send you a link to our online data gathering tool for you to complete as well as a link to a DropBox folder for you to upload your financial documents.
Together, we will review the data that you completed and uploaded, your goals/objectives, your current financial situation, and begin to formulate possible recommendations. Can be Virtual or In-person and usually takes about 60 minutes.
We will use our financial planning tools to analyze your current financial situation and create recommendations based on sound financial planning techniques.
We will meet with you to review our analysis and recommendations. This can be virtual or in-person and usually takes about 60-90 minutes. May also be broken into two meetings depending on complexity and schedules.
If you’d like assistance in implementing our recommendations, you may engage our investment management services to manage your accounts. In addition, we are also able to assist with your life, disability, long-term care, and Medicare Advantage & Supplement insurance. We will receive compensation for these services and products.
If you engage or investment management services, we will provide ongoing oversight and management of your accounts. We monitor the accounts that we service on a quarterly basis.
We use MoneyGuidePro to analyze and create our financial recommendations. You can receive access to the Snapshot so you can stay up to date on your progress.
Caroline Fox joined Eldon Reese Advisory Group in 2022. As the Implementation Manager, Caroline assists clients by preparing and submitting forms to establish new accounts.
Caroline values reliability and makes our client’s priorities her priority. She commits herself to following through on all new business requests to ensure they are completed accurately and in a timely fashion.
After graduating with a Bachelor of Arts in history from Brigham Young University in 2014, she worked as an imaging specialist for Ancestry.com. Her other work experience includes freelance writing and working as a retail associate.
However, most of her time since graduation has been spent with her two children, Theodore, and Gemma, who share their parents’ love of hiking and video gaming. Caroline also enjoys baking, gardening, and travelling with her family.
When our clients need assistance opening and funding their new accounts, Caroline is happy to help.
Brittany Decker has been serving our clients for more than 4 years. She played an integral role in creating Eldon Reese Advisory Group in 2022. In her role as our Experience Manager, Brittany leverages
her extensive experience to help our clients with many of their day-to-day questions and requests. She values growth, efficiency, and genuinely enjoys meeting and speaking with our clients.
Brittany is also a Notary Public and offers Notary services in our office. (Brittany is not an attorney licensed to practice law. She is not allowed to draft legal records, give advice on legal matters, including immigration, or charge a fee for those activities).
Brittany is constantly pursuing education opportunities and is currently working to increase her accounting knowledge and understanding. She will be heading back to the classroom in September of 2022. Prior to beginning her work with our company, she held positions in the teaching and customer service fields. She brings tremendous patience and problem-solving talents into all her conversations.
Most of her time outside of the classroom and office is spent with her son Mathew and significant other. Together they enjoy disc golf, Kayaking, trips to the coast, and camping.
Brittany is an expert at navigating the various investment and insurance companies that we work with. Once you are part of the Eldon Reese family, Brittany will be your go-to contact for all account specific questions.
Duane Bolinger began his career in the financial services industry in 2007 with Beneficial Financial Group. Over the last 15 years, he has helped hundreds of families, individuals, and business owners map out their financial plans. Duane started Eldon Reese Advisory Group in 2022 to provide more options, services, and flexibility to his clients, many of whom have been with him from the very beginning.
As the founder and Lead Advisor at Eldon Reese Advisory Group, Duane assists clients in discovering, implementing, and monitoring their path to financial independence. He values independence, accountability, and responsibility and works every day to ensure that each person who works at Eldon Reese demonstrates these core values.
Duane holds a Bachelor of Science in Economics and Mathematics from Portland State University. After graduating in 1997, he pursued a retail management career with Safeway Stores and Target. Inspired by a desire to put his economics/math degree to work while creating more flexibility in his work schedule, Duane decided to strike a new path and build a financial services business.
Together with his wife, Wendy, he enjoys traveling for business or to visit the families of their five children and five grandchildren. In his spare time, Duane enjoys golfing, landscape projects (not maintenance), and hiking.
Feel free to reach out to Duane if you have planning, investment, or strategy questions; he will be happy to assist.
We will meet with you as needed and on a regular basis, at least annually, but usually more frequently depending on engagement level and complexity of strategies. We monitor the investment accounts that we service on a quarterly basis.
We start by gathering the quantitative data; assets, liabilities, income (current & future). Then, the qualitative. This is why we call it Discovery. We ask questions about your goals and objectives that you may not have discussed before. Finding out what matters most to you will be very helpful in designing a plan towards independence that is aligned with your values. That’s the only way that you’ll stick with the plan.
We end by asking our final question, “What are your three most important financial goals?” This will require that you prioritize what matters most. There are almost always trade-offs when developing any plan. Determining the Big 3 helps us understand which trade-offs are acceptable and which are not.
The financial landscape has changed over the past few decades. We used to work 30+ years for one or two companies and receive a nice watch at our “retirement”. Then we would play golf, volunteer, or sit in a rocking chair on the front porch of our “paid for” home.
While this may be the experience of a few folks, this is typically not the case today. Many love what they “do” for a living and really do not anticipate an ending date. If they do, it will be much later than the traditional retirement age. Some of us will taper off by working less, travelling more, but still working. Still others are focused on helping others and making a difference in their world.
Whatever path you choose, we call this Financial Independence. Creating a plan to guide you down this path requires more than just saving for “retirement”. A Financial Plan will be extremely helpful.
Once you have created your financial plan, we can assist with the implementation phase. We have strategic partners in the fields of tax, insurance, and law who will help you bring your plan to life. We don’t simply “hand you off”, but stay with you all the way through this implementation phase.
We are proactive in contacting you for our regularly scheduled review meetings. Depending on your specific needs, objectives, and availability, we will meet as often as needed to guide you along this new path to financial independence.