Our focus is on comprehensive planning, addressing every aspect of your financial world so you can get on track for the life you want to live. Throughout the process, we provide step-by-step fiduciary guidance and education, so you feel empowered to make informed decisions that work for you, your family, and your business.
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Discovery
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Data Gathering
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Project Scenarios
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Recommendations
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Implementation
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Ongoing
Discovery
We connect through confidential conversation to better understand you. We talk about what you want to accomplish, what you have done so far, and how we can help.
Data Gathering
We give you a list of the data needed. As we collect the information, we discuss different scenarios that we want to explore.
Project Scenarios
We take a look at the projections. How do the numbers look with different spending levels, retirement ages, rates of return, etc?
Recommendations
Which scenario meets your comfort level? When we know what you are trying to accomplish, we will give specific unbiased, thoughtful investment recommendations on how to get started. Our solutions are customized to you and we act as your fiduciary.
Implementation
Let’s get started. There will be some things that we can help with and others that will require collaboration with your legal or tax counsel.
Ongoing
Over time things may change. We want to build a lifelong relationship with you. We stay in touch regularly, talk about what’s changed in your life and make adjustments to your plan as needed.
Whatever your needs are, our goal is to serve you holistically, and we leverage an integrated approach to address every area of your financial life. Some of the services we might employ include:
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Comprehensive Financial Planning -
Retirement Planning -
Investment Management -
Tax Reduction Strategies -
Estate Planning -
Cash Flow Analysis and Debt Management
Insurance Needs Analysis
Business Retirement Plans
Business Succession Planning
Multi-Generational Planning