The creation and management of wealth is a 5-step process

What We Do

We use a five-step process to deliver the advice and services you need to achieve your financial goals. There are no short-cuts when your financial security is at stake.

 Identify

We start by learning more about you:

  • The purpose of the assets
  • Your financial concerns
  • Your current circumstances
  • Your financial requirements
  • Your tolerance for risk (low, moderate, high)
  • Your financial stage in life (working, transition, retirement years)
  • Your financial security requirements late in life

Plan

We provide a comprehensive planning service that produces your roadmap for achieving your financial goals.

  • Financial Planning
  • College Planning
  • Retirement Planning
  • Estate Planning
  • Charitable Tax Planning

Invest

A critical step is the investment of assets that are held in various accounts (IRA, personal, trust) outside of qualified retirement plans (401ks). These assets may serve a number of different purposes starting with retirement and financial security – or, college educations for children and enhanced future lifestyles.

Communicate

Communication is a critical step in our wealth management process. Our financial advisors use a combination of conference calls, reports, and emails to keep you fully informed about: Your portfolio holdings and performance, the securities markets, investment outlooks, and our recommendations.

Update

Your financial needs will change over time. Our role is to recommend necessary changes as required. Identifying the need for change and making the changes are two of your advisors most important responsibilities.

Your financial requirements change over time. Your advisor makes sure  your financial plan changes with your requirements.

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