Process

While many people contact us for a specific investment or insurance need, the heart of our work is in the long term planning process. 

We begin by learning as much as possible about your current situation and how you would like it to evolve. We then create a computer model of your trajectory using world class financial planning software. Once the model is built, we are able to "stress-test" an infinite number of techniques, ideas, and concepts. After we work together to find the right strategy for you, we implement with financial tools and products that fit your goals and risk tolerance. 

Moving forward, we meet at least annually to keep you on track. The model is always available for us to utilize to test any new goals, ideas, or unexpected events. 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck