Our Services
What we do
- Strive to Preserve Your Assets
- Strive To Increase Your Net Worth
- Help You to create An "All Weather" Portfolio
- Help you you Plan to gift Assets To A Favorite Charity
- Help you Establish Meaningful Financial Goals
- Explore Your Dreams and Aspirations
- Strive to Minimize Risk Through Diversification
- Develop An Understandable Financial Strategy
- Help you Plan For What is Expected & Prepare For The Unexpected
- Help you Preserve Your Estate for Future Generations By Working With Your Attorney/CPA
What to Expect
Initial Telephone Consultation:
We will take about 10-15 minutes to get acquainted with each other. We will touch briefly on what your financial objectives are and what you are attempting to accomplish.
Office Meeting:
During our first office meeting, we will take about 60 to 90 minutes to talk further about your specific goals, financials and lifestyle. We will also cover what we do and how we may be able to help.
Creating your Financial Plan:
Based on an understanding of your goals and financial position, we will create a plan to strive to meet your stated objectives. Once we have the “big picture” of how to go about reaching the desired destination, we can work to make these things happen.
Ongoing Management:
As our lives change, our priorities change as well. We will meet regularly to reevaluate your financial plan, make changes as necessary and strive to ensure you are on target to achieve your goals.