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Our Process

How we work with clients 

We want to grow our practice with like-minded clients. We believe that personality and chemistry is an important part of building strong, long term relationships with our clients. To that end, we spend a tremendous amount of time on the initial phase of a relationship to determine if we are an appropriate fit.

Step 1-Discovery (Investment and Insurance Statements)

 In our discovery process, we gather information regarding your current financial position and investment goals to determine whether you have accumulation or distribution needs, and assessed any unique challenges you face. This helps us understand your values, needs, and priorities. We use this knowledge to determine the risk profile and insurance needs.

Step 2- Set Strategy

We will work with you to build a strategy that combines your insurance and investment plan.

Step 4-Implimentation

We draw from a vast array of investment and insurance products to help you customize integrated solutions consistent with our strategic asset allocation and investment policy statement.

Step 5-Review and Rebalance

On an ongoing and regular basis we will meet with you to review our progress. We will measure results against your objectives as well as our agreed upon benchmark and make adjustments as necessary.