Our Process
Wealth & Retirement Planning Consultative Process
Initial Discovery Meeting
We Complete a Discovery Process
Investment Plan Meeting
Presentation of Investment Plan Meeting
Mutual Commitment Meeting
Confirmation of Commitment
45 Day Follow-Up Meeting
Organization of Account Paperwork
Progress Meeting
Review of Progress
Investment Plan
Diagnostic of your current situation. Our recommendations for moving forward along with details on our investing approach
Professional Network Team
Our team of professionals will apply their skills to evaluate many aspects of your financial situation and devise appropriate solutions.
Analytics
Using software to manage and assist you with making the proper decisions based on the facts.
THE PROFESSIONAL NETWORK
Team of carefully selected professionals, each with a high level of skill in key financial areas
We offer solutions for your personal, family & business financial life
Our job as we see it is to leave no stone unturned to find the best financial solutions for each of our clients and their families.
Do you feel comfortable with your current financial and retirement plan?
Working with our firm is easy & comfortable. We do the heavy lifting while you can sit back, relax and review.
Keeping the Goal in Mind
We spend all of our client time understanding the facts before implementing a solid plan. Keeping in mind the only real goal is to preserve, protect and grow our client’s wealth.
