Our Process

Our Process

Discovery

We begin this stage during our initial meeting where we get to know one another We focus on what your specific needs are and what Conway Financial Group can do for you.  Our skilled professionals strive to build a solid relationship with you, to provide guidance to navigate the complex financial decisions.

Strategy 

Our Mission is to provide balanced, intricate, and professional financial problem solving, with compassion and integrity. The primary objective of this stage is to develop an effective, long-term investment strategy that is custom-tailored to your unique needs. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.

Implementation

The objective of this phase is to successfully implement these strategies. By means of constant communication and highly skilled staff, we strive to make this process quick and easy for you.

Monitoring and Adjusting

We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to adjust.

The WAY customers talk about us...

Excellent
4.5
Curt Mendenhall
Curt Mendenhall
Very knowledgeable and pleasant to work with.
Response from the owner: Thank you for your support!
Robin Hightower
Robin Hightower
The folks at Conway have Breen great with any changes or any questions I have. Thank you all for all you do.
Olivia O.
Olivia O.
Excellent service! I have been with other agencies in the past but Monica and her team are truly the best
Response from the owner: Thank you Olivia we aim to please.
aaron hayes
aaron hayes
I recommend. Conway to everyone I hear of looking for insurance of any kind. Monica the other is extremely nice and helpful and if she can't help she points you on right direction to find the help you need. I insure both my business cars and personal cars through them and because they are a broker they can find you the best rates by comparing between multiple companies. I pay way less now for 2 businesses cars two personal cars and one sports car then I did for two personal cars at any of the last companies I insured through.Keep up the amazing work.Aaron RiffeyOwner/operateRural Rides taxi
Response from the owner: Thank you so much for your kind words, and for being an excellent customer.
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How can we help?

415 Addison. Ave, Suite 1
Twin Falls, ID 83301