FINANCIAL DNA CLIENT DISCOVERY PROCESS

Rick O. Helbing is a Registered Representative with, and securities offered through LPL Financial, member of FINRA/SIPC. Investment advice and advisory services offered through Suncoast Advisory Group, a registered investment advisor and separate entity from LPL Financial.

Office address: 1911 N. Lakeshore Dr.Sarasota, FL 34231941.375.7320 office941.320.5532 cell

Mailing address: 15 Paradise Plaza #354 Sarasota, FL 34239

rick@suncoastadvisorygroup.comwww.suncoastadvisorygroup.comwww.freshfinancialideas.com

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SOMEDAY BEGINS

TODAY

Rick O. Helbing CFP®, ChFC

DNA QUALITY LIFE PERFORMANCE

for Setting GoalsSTEP

2

DNA FINANCIALPERFORMANCEfor Building Financial and Investment PlansST

EP 3 DNA RELATIONSHIP

PERFORMANCEfor CommunicationsST

EP 1

Quality Life Discovery to identify your life purpose and set goals for building Quality

Life Performance

Communication DNA Discovery to engage others and tailor Communication for enhancing Relationship

Performance

Financial Personality Discovery for building

Financial Performance to live a Quality Life

Financial DNA Client Discovery Process will:

Adapt your communication to every personal interaction

Unlock blockages to effective decision-making through open communication with your advisors and family members

Confidently choose between the many options in your life

Create sufficient time to live a Quality Life and the time capacity to build your wealth

Design a roadmap for the next stage of your life journey

Obtain sufficient personal clarity to manage emotional reactions to life and financial events

Know your strengths and struggles to confidently make committed decisions

Why Discover Your Financial DNA?

Your Financial DNA is at the Core of Life and Financial Decision-Making

Your natural DNA Behavior drives how you uniquely respond to life and financial events.

Successful wealth creation is about how you manage emotional responses to these events.

Experience and research shows 95% of wealth creation comes from your behavior and personal talents and 5% from investments.*

Building a Quality Life requires the self awareness and confidence that comes from knowing who you are to balance your emotions and rationality with every decision made.

Research and experience shows that the best means of creating lasting wealth is to understand yourself, and then tailor a financial strategy suited to your complete financial personality – your “Financial DNA”.

This includes not only your risk tolerance but also all of your predictable, natural DNA behaviors and preferences which instinctively take-over when you are under pressure and strongly influence decisions.

*The source is: The Leavey School of Business, Santa Clara University

OF DEDICATED SERVICE25 YEARS+