Our Process

Our process integrates wealth management, risk, debt, income and tax planning as well as charitable giving. Each plan is unique. We spend time to understand and Discover what your individual goals and desires are. We then design a customized plan tailored to those needs, and through our proprietary process we are able to get your plan to work. Through consistent monitoring and adjustments at critical life and financial events, we keep your plan on track to meet your goals for the future.

We have also learned that we cannot be all things to all people, nor do we want or expect to be. We focus on a very specific FIT process that allows us to work with those we will be best suited to work with long-term. Our Ideal Clients are primarily business owners, professionals, retirees, & those planning for retirement, who want to secure their legacies and income strategies for themselves & their families. 

Client Centered

I. Introduction

  • What matters most?
  • Our Process
  • FIT Process – Are we a good fit? 


II. Discovery

  • Present Financial Position
  • Your Financial Profile – Where are we now?
  • Identify Potential Opportunities
  • C.A.R.E.


III. Investment Strategy

  • Your P.F.O. Presentation
  • Product and risk assessment and fit
  • Ongoing, continuous service 
  • Building a lasting relationship 

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