Our 4 Step Process
Our 4 Step Process
1. Discover
Clarify Where You Are and Where You Want to Go
- Values, Family, Career & Hobbies
- Investment Experience & Risk Tolerance
- Income/Liquidity Needs-Tax Savings
- Current Retirement Plan Review
- Potential Business Sale & Transition
- Legacy & Charitable Planning
2. Develop
A Client Specific Plan, Tailored to Your Unique Situation
- Reflects Your Goals, Objectives, Life Stages & Comfort Range
- Takes into Consideration Unexpected Situations, that may Affect your Financial Future
- A Strategy that Minimizes Portfolio Losses
- Your personal plan is a working document that can be modified to reflect life changes
3. Deliver Specific Solutions
Protect Your Wealth
- Portfolios Built Specifically for You
- Insurance Strategies for Estate & Legacy planning
- Concentrated Stock Solutions
- New Tax Planning Methods
4. Manage Your Objectives
Administer Your Assets
- Ongoing Investment Consulting
- Professional Asset Management
- Tactical Asset Allocation
- Quarterly Risk Evaluation