OUR PROCESS Though we are engaged in adapting to our rapidly changing industry, we separate ourselves from other firms by adhering to our disciplined and time-honored planning process. Establish Core Values & Goals We dedicate our initial meeting to learning about you and your life, both inside the financial world and beyond it. Through active listening and asking the right questions, we seek to gain a thorough understanding of who you are and what you value most. Gather Financial Information In addition to exploring your goals, we will analyze your risk tolerance, business commitments, family situation and more to develop strategies tailored to your best interests. Create Custom Financial Plan Our solutions are engineered to advance and achieve your most valued goals. Working as a team, our professionals will carefully integrate your financial plan into a holistic, cohesive solution. Implementation of Strategies After presenting our leading recommendations, we encourage our clients to take the time to select the strategies that they like the most. Upon your selection, we will set the plan to action. Monitoring & Adjusting Through ongoing strategy meetings and reviews, we will work alongside you to adapt to change and continue promoting your success. Michael Duffy is a Registered Representative with, and securities are offered through, LPL Financial. Member SIPC sipc.org. Investment advice offered through Strategic Wealth Advisors Group LLC., a registered investment advisor. Strategic Wealth Advisors Group LLC., and Happiness Wealth Management, LLC are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.happinesswealthmanagement.com