Estate Planning & Charitable Giving
Working with your estate planning attorney, we’ll help coordinate a master plan for the management and eventual distribution of your assets.
Retirement & Income Planning
Draw on our extensive experience to help build a clear, actionable roadmap to plan for the retirement you envision.
Investment Management
Whatever your objectives, we’ll design an investment strategy tailored to your unique situation.
Business Planning
As business owners ourselves, we understand what you are going through because we have faced and overcome many of the same financial challenges.
Risk Management & Insurance
We'll provide sound advice to help safeguard your assets and financial future against the unexpected.
Tax Planning
Our tax planning guidance helps optimize your financial strategies and minimize tax burdens, leading to enhanced savings and long-term growth potential.
Step 1: Introduction
This is our initial discussion where we get acquainted and discuss what you expect from the financial planning process.
This first meeting is a no-cost, no-obligation opportunity for you to meet us, learn more about how we can help you, and determine if our firm is the right fit for you.
Step 2: Discovery Session
We will identify, clarify, and prioritize your financial and personal goals. At this time, we will get detailed information about your financial situation and gather all the necessary documents/statements.
We will mutually define your personal and financial goals, understand your timeframe for results, and discuss how you feel about volatility and risk.
Step 3: Solutions
We will show you several different alternatives to pursuing both your life and financial goals. Using our experience and skills, we will help you select the best options available, based on your current and future needs.
Step 4: Implementation
At this moment, your plan will become reality.
We help you implement strategies that allow you to stay true to your core values and enjoy improved financial confidence.
Step 5: 45-Day Review
The purpose of this meeting is to check on your plan implementation progress. We monitor short-term plan progress by discussing successes and difficulties and then adjust, as necessary.
At this meeting we schedule your detailed Wealth Management roadmap, which is designed to provide you with a process that efficiently manages the activities necessary to improve your wealth and keep you on track to your goals.
Step 6: Ongoing Monitoring
The consistent monitoring of your progress is paramount to the future success of reaching your goals. The purpose of wealth management is to manage the planning process so you always know where you are today, where you are going in the future, and that there is a customized plan in place to give you a high probability of achieving your goals.