We understand the challenges our clients and their families face each day. Preserving wealth, strategically reducing tax liability, and creating a reliable and stable income stream as you approach retirement can be overwhelming. That is why our goal is to help them tailor a comprehensive plan to fit their present and future financial needs.
We are proud to be able to utilize our experience to support our clients in making timely moves which are critical to helping them achieve their personal objectives in retirement.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth in retirement.
Our process takes a comprehensive approach to planning that incorporates your insurance, legal and accounting needs in addition to your investments.
Our process begins at our initial meeting. We get to know one another and focus on what your specific needs are as well as what you want your investment capital to do for you.
The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.
The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.
We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments.