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Our 6 Step Process

We create strategies that are tailored to your needs and goals.

1. Introduction

Everything we do is built around the client experience and working towards ensuring each individual’s needs are met. This includes helping our clients understand the financial independence they possess and empowering them to reimagine and achieve their life goals.

2. Plan Development

Through our comprehensive discovery process, we have a full understanding of our clients goals and expectations.  We are then able to design a plan that is suitable for that individual client.  

3.  Plan Review

Comprehending and feeling comfortable with your plan is critical.  We will empower you by having a complete understanding of your strategy before it is implemented.  

4. Recommendation

Before we make your recommendation, you will receive a detailed, organized, asset summary breakdown.  After a comprehensive screening process we then develop our investment and planning strategy.  This may also include an income plan for clients at or near retirement.  

5. Implementation

We put the plan to work with the tools we deem appropriate your you.  This may include ETF’s, mutual funds, annuities, stocks, bonds, life insurance, trust accounts, and long term care products. As independent financial professionals, we are able to utilize the most competitive products in the marketplace.

6. Review & Refine

Annual reviews are conducted to review the plan and make any necessary enhancements based on circumstances that may arise.  We monitor your investments, performance, and will continue to strengthen the portfolio as needed.   

"It's better to look ahead and prepare than look back and regret" 
Jackie Joyner -Kersey

Investing for Impact: Make a Difference While Pursuing Your Goals

In this ebook, you'll learn the history and key elements of  investing for impact. Considering these crucial details will help make sure your portfolio remains aligned with your personal beliefs and goals.