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Our Process

How We Work

We work with individuals, families, professionals, and business owners to create comprehensive asset management, risk management and estate planning strategies.  We provide independent financial guidance and recommendations to help them pursue their specific goals.  We also assist our corporate clients in establishing, implementing and managing retirement plans for their employees. 

Our relationship begins with a discovery meeting.  In this meeting we complete a comprehensive assessment of the current financial situation, investment objectives, risk tolerance, time horizon, and needs.  Gathering this information and utilizing the firm's resources, allows us to create customized financial solutions and target optimal portfolios to match the risk profile.  After these plans are in place, we monitor them over time to ensure we stay on course.  Our fees are competitive and transparent, and we provide professional customer service.

To execute on these financial solutions, we leverage the services of LPL Financial (NASDAQ: LPLA), the largest independent broker dealer in the country, and one of the nations leading financial services companies.  LPL does not offer proprietary investment products or engage in investment banking activities; this means we are not pressured or influenced by LPL to sell it's products.  Because of our independence, we have the freedom to choose investment strategies from many of the nations leading investment mangers, to provide personalized financial strategies for our clients.  As a fiduciary we to act in our client's best interest, putting their goals in front of ours.    

One of our primary goals is to develop a long-term, trusting relationship with you.

Expectations

Expectations

You have expectations, and we do too. 

Let's see how we match up...

Here is what you can expect from us

and what we expect from you.

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Preparing for your Discovery Meeting with us

Preparing for your Discovery Meeting with us

Here is where you can learn what to bring to your initial consultation.

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