We pride ourselves on bringing honesty and integrity to the financial planning process through unbiased quality advice. We are focused on building long lasting client relationships through continued communication and trust while providing a high level of personalized service. Our objective is to offer a premier wealth management platform to our clients while helping to reduce the inherent risk of investing.
Our promise is to educate and empower our clients while working with them to build a legacy. We also are concerned about giving back to the less fortunate. Currently our team members are involved in a number of various charities in our area. As a team, we support two children in third world countries.
In order to provide clients with knowledgeable and meaningful advice, the Financial Advisors of the team utilize a five-step approach:
Step 1 – Personal interview: Our first step is discussing your financial goals and objectives as well as looking at where you are now. We will conduct a personal interview with you (and others you deem appropriate) to obtain the background information needed to develop your custom investment plan.
Step 2 – Developing your plan: Your background information is thoroughly analyzed and a comprehensive plan is than prepared, including asset-allocation analysis and tax efficient investment strategies.
Step 3 – Presentation of your plan: We will meet again to review the details of the suggested plan. You will be able to raise questions and confirm the interpretation of your investment goals and objectives. Once this is done, we will review the recommendations for your approval.
Step 4 – Implementing the plan: The next step is implementation of the plan; making the investments and ensuring that your assets are working to help you achieve your financial and retirement goals.
Step 5 – Ongoing review: Planning is a process-not an event. We want to be trusted Advisors who help clients stay on track to meet their financial goals. Investing is a long-term process, not a series of transactions. We will continually monitor both the events that shape your life and financial goals, as well as those developments that shape the global investment environment and affect your portfolio.