Our Process

Implementing a prudent course to financial wellbeing during retirement requires a well-conceived, individualized plan with defined comprehensive goals. Our financial advisory "secure focused" process will help you design a cohesive plan for the future that includes:

1 - Discovery, Analysis, and Recommendation
To begin, we will take an inventory of your wealth, including where each asset is located, how it is titled, and what they are worth. Based on our discussion, we will analyze your financial information, including liabilities, risks, and potential threats to your financial health. We will then introduce to you a personalized plan that addresses your income needs, retirement planning, asset protection, wealth transfer, and other areas beyond investment management.

2 - Implementation of Secure Financial Plan
After you have approved your plan, we will implement it, all while paying special attention to risk and how various parts of your plan affect or enhance each other.

3 - Review Objectives, Goals, and Your Full Comprehensive Plan
We believe that continual communication is a vital component of our ongoing relationship, and we are committed to staying informed of your ever-changing financial needs. As needed, we will modify your goal projections to accurately illustrate your comprehensive plan.

4 - Assure that You Are Protecting the People You Love and The Assets You Own
As trusted experts, we will review your tax, insurance, and estate plan implementation in conjunction with other skilled professionals, to assure that you are protecting your assets and the ones that you love.