How We Work

Our team is uniquely qualified to offer a “total solution” to your financial planning needs by accessing advanced professionals in each area of wealth management. This enables us to seamlessly design, implement and proactively manage your financial planning on an ongoing basis. Although many of our clients have existing advisors who are focused specialists, they look to our cross-disciplinary approach to bring together the various components into one coordinated financial plan.

Step 1

The first step is to gather the information we need to evaluate your current financial situation. We'll also review your wills, trusts, life and disability insurance, and any other legal arrangements you've created.

Step 2

Step two is to develop your personal financial objectives. Together we’ll discuss things you might not have previously considered, prompted by questions that perhaps you have never been asked.

Step 3

Step three consists of identifying any issues that are present in your current planning. This is basically a process of reconciling the likely outcome based upon your current arrangements, with your desired outcome as described in your objectives.

Step 4

Step four entails the development of recommendations and specific strategies for implementation. Many strategies you will elect to implement - some now, some in the future, others you will reject – and will be provided to you in a comprehensive report.

Step 5

The fifth step is implementation. This is where your other advisors will be most instrumental. You will have a game plan, a specific course of action to take to your attorney. Armed with this information, he or she will be in a position to help you. He or she will draft or amend the required documents. Your CPA will be instrumental in the documentation of many of the strategies involved.

Step 6

Step six is the ongoing review process. At least annually, we’ll discuss any changes in the economy and the tax law, as well as in your personal situation and objectives. As a result of this process, you can be comfortable that your plan continues to be up to date.

How We Are Compensated

As an independent fee-based advisor our mission drives us to be able to bring the suitable services to our clients that are available in the marketplace. As such, we can work with clients in a variety of capacities.

Comprehensive Financial Planning

We charge a fee for the design of a comprehensive financial plan. Our fees are determined based on the individual circumstances, complexities and objectives of the client.

Investments and Insurance

Our structure as an independent advisor allows us to bring a wide range of investment and insurance strategies to our clients to help them pursue their objectives. We can work with clients on an advisory/fee basis or on a commission basis when the situation requires.

We offer a no-cost, no-obligation initial consultation to determine if we can bring value to you, your family or your business.

LET'S GET STARTED

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