Our refined process


1.    Discovery meeting  — We diagnose your current financial picture & understand your financial goals, along with what’s important to you. We provide details of our holistic approach and comprehensive process, including tax, insurance, estate & retirement planning.

2.    Proposal — Presentation of financial plan & provide a personalized roadmap to achieving goals, along with the utilization of our professional network (i.e. accountant, lawyer) if necessary for advanced planning opportunities.

3.    Implementation — We implement the comprehensive financial plan, and align investment strategies and products with the desired outcomes.

4.    Review — Quarterly meetings to deepen the relationship & have a complete understanding of the financial picture to add further value. We review goals and current plans to ensure goals are being met both now and in the future.


Services we offer

  • Investment Management

  • Financial Planning Strategies

  • Insurance Planning & Risk Management Solutions

  • Tax & Estate Planning

  • Retirement Planning

  • Business Succession Needs

  • Philanthropy & Magnifying Charitable Gifts