Our Experience & Process

Next we'll learn about your long- and short-term needs and talk about your current asset allocation. Once we determine your current financial needs and goals, we'll know if we can help.

What's Next?

Together, once we've begun to establish a relationship, we will present you with a plan, breaking it down into three categories that will address your financial needs:

• What you need to do (i.e., estate planning and setting up trust, living wills, etc.*)
• What you should do (i.e., investment planning, account for cash flow)
• And what you may want to do (i.e., long-term care, life insurance analysis)

At this point we will also discuss our fee structure, which is typically fee-based rather than commission-based, enabling us to truly work in your best interest.

What's Next?

Next we begin investing and diversifying the investment alternatives in your portfolio using a mixture of stocks, bonds, mutual funds and more.

What's Next?

Based on the plan we've chosen together, we'll regularly check back with you to ensure your needs are being met, and your risks are being properly managed, re-evaluating and reallocating as necessary. We'll also touch base with you at least once a month to discuss your situation, portfolio and finances. This enables us to remain aware of any changes in your life that could affect your financial plan.

* We will partner with your attorney to ensure coordination in all areas.