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Our Process

Establishing a relationship with our clients that lasts a lifetime is our goal.  Our goal-oriented process is comprehensive and detailed yet simple to understand.  Each step is designed with the intent of helping you achieve your financial objectives.

Define Our Relationship

Our team clearly explains the different levels of services provided and how each works.  We feel it is important to be clear of expectations on all levels from the beginning of our relationship.

Discovery of Your Lifetime Goals & Objectives

What is it that you hope to achieve, from the simplest savings goal to your legacy planning?  We endeavor to fully grasp where you are now and where you are going.

Gathering of Current Financial Information & Positioning

We discuss your current financial positions, coverages and savings levels.  We assess your lifestyle and risk tolerance while considering your short and long-term goals.

Analysis and Evaluation

We compare your current situation to your objectives and determine appropriate strategies to help you reach your goals.  Our broad array of services allow us a multitude of options.


We detail an extensive roadmap to help you work toward reaching your important goals and objectives.  Our team will guide you through an optimal strategy that will fit your risk tolerance and lifestyle needs.


Together we work to put your strategies and resources to work for you.  The options discussed that are best suited for your unique situation are put into place.

***Monitor & Review

One constant in life is that things have a way of changing.  That’s why our team will meet with you to monitor your progress towards your goals.  When changes need to be made from either end, these are discussed and implemented as needed.


*The producer's relationship with the client during post-plan delivery is as a registered representative and not as a fee-based financial planner.

**The client is free to implement the plan recommendations with whomever he/she chooses.

***Periodic reviews or updates require a new agreement and may be subject to additional fees.