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Process

Peace of Mind For Every Step

One thing our clients appreciate about working with us is that we don’t believe in cookie-cutter services or a one-size-fits-all approach. Instead, we follow a meticulous process designed to help get to know each client’s situation, goals, and level of risk tolerance so that we can make appropriate recommendations to meet their needs. Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we’re privileged to serve.

Process graphic

Step 1: Review

Because we’re planning your life, we always begin by getting to know you better. We’ll conduct a thorough discovery so we can discuss your biggest goals, wildest dreams, and greatest concerns. Then we’ll help you clearly define your priorities so we have a clear direction for your plan.

Step 2: Analyze

Next, we’ll dive into your finances, gaining a full understanding of what resources you have and any planning you might have already done. We’ll assess your situation in detail, and then we’ll review our findings with you, taking time to discuss your potential risks, opportunities, and areas for improvement.

Step 3: Develop

Then, taking everything we learned in steps 1 and 2, we’ll work with you to craft a custom financial plan. This plan will outline practical strategies to protect your wealth, capitalize on growth, and efficiently pursue your goals. It will become your financial guidebook, helping you make intentional decisions as you move through life.

Step 4: Coordinate

We regularly coordinate insurance and financial activities for clients with the other members of their team of financial, tax, and legal advisors. We can do the same for you. 

Step 5: Implement

When you select us to help you implement your plan, we will communicate with you regularly throughout the process. Then as time goes on, we’ll monitor your progress, helping you stay on track and adjust your strategies as your life evolves. Our goal is that in every season, you have a clear plan for what comes next, so you can fully enjoy the one you’re in.

Step 6: Monitor

This is not a one-shot deal. Strategies need to be adjusted periodically as your life and the economy changes. We will work with you over the years to help keep your strategy on track with your changing needs.

Get In Touch

2355 E Camelback Rd, Suite 750
Phoenix, AZ 85016

8134 E Cactus Rd, Suite 600
Scottsdale, AZ 85260

Call: 480.382.4769 | info@afgteam.com

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AFG Select
Forbes 2025

Read more about the Forbes SHOOK®Research Top Financial Security Professionals list and the ranking methodology here: https://www.forbes.com/sites/rjshook/2025/07/10/methodology-americas-top-financial-security-professionals-2025/

Disclosure

Vicente Iniguez is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0K20499), CT, DE, FL, GA, IN, KS, NC, NY, TX, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Vicente Iniguez is licensed and authorized to offer insurance in California, but ALBATROSS FINANCIAL GROUP may not be. For additional information on California licensure status, please click here.

Vicente Iniguez is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2355 E Camelback Rd Ste 750, Phoenix, AZ, 85016, 480-382-4769. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CT, DE, FL, GA, IN, KS, NC, NV, NY, OR, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Vicente Iniguez is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CT, DE, FL, GA, IN, KS, NC, NV, NY, OR, TX, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Vicente Iniguez is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Jennifer Argabright is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK, AZ, CA (CA Insurance License #4037161), CO, FL, LA, MD, MN, NC, TX, VA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Jennifer Argabright is licensed and authorized to offer insurance in California, but ALBATROSS FINANCIAL GROUP may not be. For additional information on California licensure status, please click here.

Jennifer Argabright is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 5135 E Ingram St Ste 8, Mesa, AZ, 85205, 602-750-4398. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, and MN. No offers may be made or accepted from any resident outside the specific states referenced.

Reed Trautman is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0G85752), CO, TX, UT, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Reed Trautman is licensed and authorized to offer insurance in California, but ALBATROSS FINANCIAL GROUP may not be. For additional information on California licensure status, please click here.

Reed Trautman is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 3719 E Huett Ln, Phoenix, AZ, 85050, 480-654-8221. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

ALBATROSS FINANCIAL GROUP is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither ALBATROSS FINANCIAL GROUP nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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