While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
Comprehensive Financial Plan
To partner with a qualified advisor who can help guide and assist with all aspects of their holistic financial life.
These clients see total wealth management as the ability to have their financial lives planned completely in a thoughtful manner, in pursuit of financial confidence.
We will design, build and implement a written financial plan and recommendations for our Comprehensive Planning clients that will address the following areas: Portfolio Management, Tax Planning, Cashflow Management, Retirement Planning, Education Funding, Risk Management, and Legacy Planning issues.
We will monitor and review the areas above on an ongoing basis both proactively based on client’s wishes and changing circumstances or reactively to changes in the outside environment.
To delegate investment decisions to a qualified fiduciary who has the experience and resources to manage investments in their best interest.
These clients see investment management as the way to work toward financial goals and free up time.
Our Confident Investor clients seek only investment services through a fee-based investment account.
We will review goals and risk tolerance parameters, as well as maintain all aspects of the investment accounts. We will provide a periodic investment review to make sure your goals are still aligned with your investment strategies.
Financial Needs Analysis
To address a specific need such as:
- Life Insurance
- Disability Insurance
- Long-Term Care
- Income Planning
Our Implementation clients have limited needs or a very specific need to discuss. These needs can be solved by implementing targeted solutions and/or strategies.
This engagement ends once the product is implemented, or the need has been addressed.