Our 4 Step Process

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

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
  

Protect Your Wealth

• Portfolios Built Specifically for You
  
• Insurance Strategies for Estate & Legacy planning
• Concentrated Stock Solutions
• New Tax Planning Methods
  

Administer Your Assets

• Ongoing Investment Consulting
• Professional Asset Management
  
• Tactical Asset Allocation
• Quarterly Risk Evaluation