Broker Check

How We Work with You

Our approach is simple. We want to get to know you to help you make the best decisions for your unique situation. We’ll help you to get started in what can seem like a daunting process by outlining a systematic approach using our knowledge and experience along with the latest technology to prepare a thoughtful plan of action.

Planning Process

As a firm, our focus is to understand your goals and develop a plan to help you work toward them.  We take the following steps in designing your customized plan:

  1. We get to know you and your goals. We'll discuss your current financial picture, your lifestyle, how you feel about risk, and gather all the data we’ll need going forward.

  2. We develop personalized recommendations that address each of your parameters in a meaningful way. Rather than a “one-size-fits-all” approach, we take the time to select options that speak to your needs, preferences, and time frame. This is where our independence shines, as we have access to a full range of products and services to meet your specific circumstances.

  3. We meet with you to present an analysis and discuss our recommendations. We answer every question or concern you may
    have until you feel comfortable moving forward. Together we’ll decide on a plan that you can feel confident about.

  4. We go to work to implement the recommendations with requisite paperwork and
    communicate with you every step of the way.  We closely monitor the progress
    until new accounts are established and your plan is in place.

  5. From here, we’ll plan regular reviews with you to assess the progress toward your goals
    and, when necessary, make adjustments to your financial plan.