Our Process

We understand the things that are important to you. And our relationship with you and the process for securing your family’s future begins right there. At Promus Financial Group, LLC, we put not only our own considerable experience to work on your behalf, but also the knowledge of the elite team of The Nautilus Group®, experienced professionals with disciplines in taxes, law, life insurance, accounting, and philanthropic planning. This coordinated approach helps ensure that all areas are considered in order to formulate the right course of action for you.

Our 6 Step Process:

Step 1 - Discover your concerns and objectives

Step 2 - Provide a clear analysis and projection of your personal and business financial information

Step 3 - Explore possible strategies to achieve your goals

Step 4 - Collaborate with your circle of advisors

Step 5 - Implement and follow up with your plan

Step 6 - Create a summary of your plan and monitor it over time

Process Graphic

Newsletters

  • The Cost of Caregiving

    About 40 million family caregivers in the U.S. provide unpaid care to another adult. Understand the associated financial, physical, and emotional costs.

Subscribe to our Newsletter

Market Watch

October 16, 2018 @ 11:23 AM

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials ETF +0.5%  
Nasdaq Composite ETF +0.8%  
S&P 500 ETF +0.5%  

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.