Our Process

Home Our Process

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.


Using software to manage and assist you with making the proper decisions based on the facts.


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.


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