How We Work With You
("GPS & Road Map")
Our advisory process incorporates your goals and risk tolerance as the fundamental basis in creating a "Road Map" (or plan) potentially leading to the achievement of your financial objectives.
We begin our initial face-to-face meeting to discuss your past experiences,
present situation and future goals. We clarify and establish your objectives,
needs, time horizon, risk tolerance, tax considerations, lifestyle and expectations.
PREPARE A FINANCIAL PLAN – “YOUR GPS & ROADMAP”
The plan is designed to help meet your current and long-term objectives.
EXPLAIN THE PLAN & INVESTMENT STRATEGY
So not only do you understand it …
… but are comfortable with it as well.
IMPLEMENT THE PLAN
Our team of experts put the plan into motion, while keeping you informed along the way with statements and reports.
To review the plan, discuss any changes in your situation or goals, and make appropriate adjustments as required. We can meet in person or over the phone, depending on your convenience.
SERVICE & COMMUNICATION
Promptly responding to your needs.