LET'S GET STARTED!

Hixon Zuercher Capital Management has designed a simple process to empower you in making an informed and confident decision about partnering with us.

This ensures you understand exactly how we can help you meet your financial goals through a trusted, team-based approach before you make any decisions.

Who We Serve

 

Diligent savers who have accumulated investment and retirement assets of $500,000 or more.

The HZ Process

Step 01: Schedule An intro Call

A 15-minute phone call will give us both a chance to make sure your situation matches our expertise. If we aren’t the right wealth management firm to help you, we will happily point you in the right direction.

Step 02: Discovery Meeting

The next step is to meet with us in our Findlay, OH office or online via Zoom. The goal of this meeting is to get perfectly clear on your goals, concerns and unique financial situation. Before this meeting, we will request a few important documents. This data, along with answers to our questions, will guide our analysis, which will result in plain-English answers to two critical questions.

Step 03: Our Analysis

The team will collaboratively apply decades of experience, thousands of hours of training, and mentoring by the industry’s top experts to answer the following questions:

  • Are you on track to reach your retirement (or work optional) goals?
  • Can your investments be improved?

Step 04: Recommendations Meeting

During this second meeting (in our office or online via Zoom) we will explain exactly what you need to do to achieve your financial goals, including the answers to the two questions we asked during our analysis. This is where you will see, in dollars and cents, how our firm can help you accomplish your dreams. At the end of this meeting, we’ll answer any additional questions you have and then encourage you to sleep on it before making a decision.

Step 05: Sleep On It

Your decision to work with us is important, and we want you to feel comfortable and confident. Before making a decision, we encourage you to consider the following questions:

  • Do I like, trust, and respect the team at Hixon Zuercher Capital Management?
  • Do the benefits outweigh the cost?
  • Do I understand and agree with their investment philosophy?
  • Do their recommendations make sense to me?

Step 06: Implementation Meeting

If you decide to work with us we will schedule an Implementation Meeting to kickoff the on-boarding process. This meeting is all about setting the stage for our collaboration. We’ll be there to address any lingering questions and kickstart the paperwork to officially welcome you aboard. Rest assured, before this meeting, we’ll ensure you’re fully informed and all your questions and concerns have been addressed with a detailed explanation of the process.

Hixon Zuercher Capital Management  Onboarding Cycle

Let’s get started with an intro call

 

Think Hixon Zuercher Capital Management is the right fit? We would love to get to know you and your situation!