Broker Check

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

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