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Our Process

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Couples and Individuals who are retired or close to it… 

You need to have someone incorporate and monitor a disciplined investment plan to meet your needs, in addition to utilizing your assets in a tax efficient manner through your various retirement stages.

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Young investors and diligent savers…

Clients that are disciplined and proactive in achieving long-term goals with a very eager mind to save early and build a solid asset base revolving around tax allocation.  This takes time but assets under management of $200,000 or more is a great start in using our services effectively.  

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Wealthy clients searching for wealth transition ideas...

Spreading the family wealth into the next generation in a tax efficient manner may lead to greater ending net worth and provide less financial stress for your kids early in life.

Step 1

Introduction Meeting

We'll learn more about you and your goals while informing how we can assist in your goals. If we mutually decide we're a good fit, we'll schedule a Discovery Meeting.


Discovery Meeting

You'll meet with our advisory team for a formal introduction and to conduct discussions about our offerings, fees, and general ideas on how we may help your situation.


Recommendations Presentation

We'll go over your financial plan and begin building it out. We'll walk you through your initial portfolio reports, set up financial profile and goals with our software, detailed recommendations about the portfolio, retirement, taxes/tax planning, estate and insurance concepts, college savings, etc.


Follow-up Meeting

After your first three months, we'll meet with you to review your progress. We can also address any outstanding items to be completed and answer any questions.


On-Going Monitoring

We’ll continually monitor your accounts, rebalancing them on annual, semiannual or quarterly rotations depending on what your portfolio requires to maintain our goals. We encourage an annual financial planning review to ensure your goals are continuing to be met. The more complex your situation the more frequent reviews your account may require.

Sound Good?

Let's Get Started