We not only help our clients discover their definition of financial success, we help them develop a strategy to work towards that definition. Whether that is developing an income plan for retirement or leaving a legacy for your family, we would love to learn more about you and your goals.
As Independent financial advisors, we are not locked in to proprietary investments. We are free to use the investments and services that are the best for your situation. This allows us to work with a large stable of money managers and investment providers in the form of ETFs, mutual funds, annuities, and life insurance.
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Step 1: Discover
This first meeting gives everyone a chance to get to know each other. You get to share with us who you are, your values and goals, and the resources you want to put to work. We share what we do, why we do it, and how we are compensated. Given that conversation, if both of us feel comfortable moving forward, we will set up a meeting for the second step in the process.
Step 2: Propose
Using all the information gathered in the discovery meeting, we will walk you through our plan on how to pursue your financial goals. We want to make sure you understand exactly what we are proposing, why it is right for you, and the associated costs and risks involved with your plan. Once you are comfortable and confident with our proposed plan, we move on to the third step in the process.
Step 3: Execute
This is where we put the proposed plan into action. Utilizing world-class money managers, we will reposition your current assets to match the recommended financial plan. We will communicate the progress of this step with you on a regular basis until everything is in its place. If needed, we will also work closely with your existing financial professionals, such as CPAs and attorneys.
Step 4: Monitor
The best plan yesterday may not be the best plan tomorrow. We understand that life events can alter those dreams and goals, which is why we will have strategy sessions with you on a regular basis to continually improve your plan. In the time between those strategy sessions, we monitor and manage your ongoing financial plan, and will actively reach out to you if we feel changes are needed.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation for success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, feel free to send us a note regarding any questions you may have about any investment concepts or products. We will get back with you as soon as possible.