Broker Check

OUR PROCESS

"The secret to getting ahead is getting started." – Mark Twain

1  We start with a conversation...

Our first conversation is not about making any investment changes or decisions, and we certainly have nothing to sell you. It is an opportunity for us to get to know you, and for you to get to know us. You can expect us to be direct in speaking to your concerns and relevant in educating you on your options.

We know you are not interested in wasting your time.  We feel the same.  If we can add meaningful value then we'll continue into Research & Design with you.  If your plans have you in a great spot already, we will gladly communicate that and welcome you to lean on us as a resource any time.

2  We invest into R&D...

An increasing number of systems, technologies, and interactive tools continue to emerge.  Many can be very useful in tracking progress and examining "what-ifs," which is why we afford multiple interactive tools within our Private Client Portal.  However, no technology can fully factor in human elements - your experiences, perspectives, emotions, and sentiments.

We strongly believe there is no shortcut to diligent, personalized Research and Plan Design.  We put in significant work and unparalleled effort to get your plan right from the start.  Then we provide the interactive tools, and use them with you during our regular reviews to appropriately adapt to your life's changes.

Research

We will dive deep to make your current picture clear, and uncover meaningful action you can take:

✔ What's driving your returns, and what's holding you back.

✔ Every little fee & expense buried below the surface.

✔ Risks you knew about, and ones you didn't.

✔ Investment-related tax consequences that could be hiding on the horizon.

Design

Your financial plans should be designed for real life, to help deliver the life you envision, and to adapt when (not if) life changes. 

We deliver you with a written Retirement Foundation - covering the five core elements of every successful Retirement:

✔ Income Plan

✔ Investment Plan

✔ Tax Minimization Plan

✔ Healthcare Plan

✔ Legacy Plan

3  We get to work for you...

With the right plan designed and the right reasons at heart, we get to work immediately.

We will quarterback a smooth and transparent move of your accounts exactly where they need to be to help get you on track.  We will waste no time implementing to ensure your money is hard at work with purpose, but we will use great care to ensure no unintended tax consequences pop up.  Among our top concerns in getting started is ensuring you remain confident, never in the dark, and with complete access.  To aide in this we immediately schedule THREE future meetings:

1 -   One-Month Meeting - We'll ensure everything is reconciled and walk through your Private Client Portal access.

2 -  Three-Month Meeting - Confirm you're receiving statements properly & understand them. We'll touch on how future reviews will look.

3 -   Six-Month Meeting - First review of performance, and making sure you're on track. Schedule our next future review.


Our Services

Our Services

Years of experience have prepared us to guide you through your life transitions.

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Investment Intelligence

Investment Intelligence

An unwavering commitment to delivering the best fit solutions.

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Ready to Take Control of Your Tomorrow?

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