When you become a client, our process begins with an evaluation to understand your needs, attitudes and aspirations. The information yielded in this evaluation becomes the mortar for building your financial program; the more information you provide, the stronger the foundation will become.
After your evaluation, we present a plan that offers suggestive strategies that utilize institutional investment companies or highly-rated insurance companies that best fit your financial objectives and goals. To execute the strategies, these selective companies may include a combination of mutual funds, exchange traded funds, individual stocks, bonds, variable annuities, life insurance or long-term care insurance.
Once implemented, we provide continued guidance through performance updates and regular evaluations. Our promise is to put your needs first.