Our Process

A 5-Step Process To Navigating Your Life's Financial Journey

 

  1. Discovery
    Our initial meeting will help us determine where you are currently compared to where you want to be.

  2. Exploration
    Beginning with your needs and goals, we gather and analyze your financial situation to determine the next steps you should take.

  3. Chart The Course
    We develop a comprehensive financial plan with clear goals, time horizons and risk assessment.

  4. Setting Sail
    Once you are comfortable with the charted course it’s time to set sail and implement plan strategies and recommendations.

  5. Stay The Course
    Periodic reviews help you stay on course no matter what changes life may bring.

 

Our firm will coordinate your investments, retirement, tax, risk management and estate plans, culminating with the development of customized strategies to assist you in reaching your financial goals.

 

LET US BE YOUR NAVIGATOR

 

SUITE OF SERVICES

By utilizing our suite of services, you can rest assured that you will always receive balanced and appropriate professional advice for your unique situation.

 

FINANCIAL PLANNING

This is a comprehensive approach involving all areas of your financial life. The process is analytical and advisory involving evaluation of your present situation with specific recommendations in each area. Financial planning is a process and not an event. Thus, this service requires periodic review and revision.

 

DISTRIBUTION PLANNING

The strategies used to accumulate wealth are vastly different from those used to distribute wealth. For retirees or soon-to-be retirees, we evaluate three different methods of distribution for your retirement. You’ve worked hard to accumulate a nest egg, now let us help you provide an income that can last the rest of your life.

 

INVESTMENT MANAGEMENT

Evaluation of a portfolio takes time, experience and wisdom. Let us assess your portfolio’s effectiveness given your unique goals, objectives, risk tolerance and timeframe.

 

RISK MANAGEMENT

Goals are reached not only by accumulating wealth but by insuring their completion even if things don’t go as planned. Managing risk involves a good defensive plan and monitors solid insurance strategies in areas such as life, disability, health, long term care, property and casualty and liability.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck