Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone for our foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
A comprehensive and sound financial plan cannot be properly completed without taking inventory. As our client you have access to your own personal financial website that will provide an overview of your entire financial life. Your website is completely secure and will display your investments with us, your home and mortgage balance, company retirement plans, investment property and everything in between.
We begin by sitting down with our clients to understand their goals, objectives and worries. After we understand what our clients need help with and want to accomplish we can take inventory to see how to bridge the gaps.
Years of experience have prepared us to guide you through your life transitions. After creating goals, objectives and taking inventory it is time to digest all the information and come up with a financial plan. Using cutting edge software we can map out a plan that we will present to you to make sure we are all on the same page.
We will present our financial plan and investment recommendations to you during our next meeting. After we are all in agreement we will work on implementation and tightening everything up.
Once we are comfortable with the plan it is still important to be diligent with our monitoring. We will meet periodically to make appropriate changes and keep you and your family on the path to success.