Our Mission

Here at  ILG LLC Financial, we focus on one thing:
The needs of our clients.   

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

When you choose  ILG LLC Financial, you benefit from obtaining comprehensive advice from a team of highly qualified professionals who have successfully managed money through some of the most difficult times in history.  

As part of our effort to ensure that we understand our clients' unique financial needs and can assist them in creating a pathway to reach their goals, we follow a disciplined four-step process:

 

PHASE I: DISCOVERY

We begin this stage during our initial meeting where we get to know one another.
We focus on what your specific needs are and what you want your investment capital to do for you.


PHASE II: STRATEGY

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive proposal that outlines the strategy we recommend for long-term success. This proposal is given to you during the second meeting, at which time we review our strategies and explain the rationale behind our recommendations.

PHASE III: IMPLEMENTATION

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff,
we strive to make this process quick and easy for you.

PHASE IV: MONITORING & ADJUSTING

We monitor our clients’ accounts on a regular basis to ensure they are still performing in a way that meets their intention. At times, this calls for us to modify an existing strategy or develop a new one, and the process starts over again. In this way, we can ensure we are always adapting to your needs and to the demands of global markets.

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