Our Mission
We serve as a trusted resource to help our clients make confident, well-informed decisions for their financial future. We are committed to giving our clients the individual attention they deserve and to help them meet their financial goals. We provide estate planning, retirement planning and legacy planning to affluent families and business owners. We help clients determine their objectives for business and estate planning and then work with them and their advisors to take action to complete the plan. We are the catalyst in the planning process. We are committed to developing strong, long-term relationships with clients, their families, businesses and advisors, striving to exceed the clients’ expectations in such a manner that they routinely refer prospective clients to us on an ongoing basis and remain excited to work with our firm.
Our Unique Consultative Process
Your Vision Created
Develop a clear vision of what your goals and objectives are. Do you have a clear vision of what success and financial independence means to you? Over the next year, what would need to happen in order for you to feel satisfied with your progress? In this step, we will work with you to help define your vision.
Your Current Snapshot
Analyze and evaluate your current financial situation. We will help clarify your current financial situation by analyzing your income, savings, various expenses, debt, investments, and insurance information.
Strategy Development Phase
Develop financial planning recommendations. This step outlines the modifications necessary to your current financial blue print in order to help you achieve your planning goals and objectives.
Execution Phase
Implement your financial plan of action. We will work with you to create a plan of action. We will collaborate with your circle of advisors, as needed, to help execute a cohesive plan.
Accountability Phase
Ongoing evaluation of your plan through scheduled reviews. The one thing in life that's constant is change. Throughout our long term relationship, your objectives will evolve. We will work with you to help keep your plan on track.
