Providing a team approach to investing, our role is to provide stewardship and oversight as you pursue your financial and life goals. Our process includes:
1 Discover
Listen to Needs
Identify Goals
Determine Risk Tolerance
Evaluate Resources
2 Plan
Create Your Personalized Financial Plan
Retirement
Living Expenses
Education
Life & Health
Estate Planning
3 Implement
Asset Allocation
Asset Management:
- Mutual Funds, SMAs
- ETF Advisor, Fund Advisor
Fixed Income:
- Bonds, CDs
Financial Services:
- Insurance, Annuities
- Retirement Products
Research:
- Stock Selection
Work with Attorney and CPA
4 Monitor
Ongoing Proactive Communication
Review Financial Plan Progress
Adjust for Changes
We are committed to providing clear and frequent communication—in person and by telephone, email, or mail. In addition, our team offers:
- In-person portfolio review meetings as you request or require
- Online access to your account balances, positions, and activity
- Monthly summary of positions and transactions
- An annual tax-reporting summary