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First step in Vernon Management Group's process of becoming a client

5 Step Process

Step 1: The Initial Meeting

Have a consultation, usually complimentary, to see if our services could be of use to you

Second step in Vernon Management Group's process of becoming a client
Step 2: The Second Meeting

In the second meeting, we would gather more information about your current situation to prepare an investment plan based on your risk, goals, and needs.

Third step in Vernon Management Group's process of becoming a client
Step 3: Go Through The Investment Plan

In the third meeting we would go over the investment plan and ultimately see if we want to start working together

Fourth step in Vernon Management Group's process of becoming a client
Step 4: Setting Up Your Account

The next step would be to set up your Schwab brokerage and/or IRA account, fund the account, and then sign forms that names VMG as your advisor

Fifth step in Vernon Management Group's process of becoming a client
Step 5:

Sit back relax and let us monitor, protect, and grow your capital

Schedule a Free Consultation Today
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