Our Process

Financial planning is an ongoing process that should have a consistent focus, along with the flexibility to adjust to your changing needs. Our process is aimed at ensuring your total satisfaction with our service and your results.

• Assess
  Before choosing investments, we take the time to get to know you. We want to understand your family, your priorities and values, and your dreams for the future. We also review your current financial situation by gathering information about your investments, insurance, retirement benefits and more.
• Identify
  We identify short- and long-term financial objectives that are unique to you – making major purchases, funding education, providing for charity, starting a business, retiring early and more. Because our approach to financial planning allows us to measure your progress, helping you articulate your objectives early in the planning process is critical.
• Develop
  We develop a personalized plan designed with you in mind and we partner with your other advisors, including your accountant and attorneys, to ensure coordination in all areas. To us, your financial plan is a plan for your life; the time and commitment we put into its development is well worth the effort.
• Implement
  We put your plan into action by matching your preferences with carefully researched investments. Because we are offered no incentives for promoting proprietary investments, you can be assured that the holdings in your portfolio will be purchased with your best interests in mind.
• Monitor
  We not only follow your investments, but we also respond to changes in your life to make sure your plan adapts along with you. If we determine a change is justified based on your risk tolerance or future goals, we will discuss potential alternatives with you and make specific moves to adjust your plan.

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Congratulations
to Adam Meinrod and Chris Leeper
on achieving membership in the
Chairman's Council
for the 5th consecutive year.

*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually since prior membership is no assurance of future membership.