OUR retirement planning PROCESS
A Personalized Process to Suit Your Unique Needs & Goals
We are a fiduciary and trust-based wealth management firm, meaning we put your best interest first and foremost and believe in genuine and authentic relationships with our clients. Our retirement planning process involves unique steps designed to identify your goals and opportunities, educate you to make decisions, empower you to take action, and monitor your progress.
Because we are a truly independent wealth management firm, we help protect our clients by separating duties through partnerships with carefully selected entities. We also have strong relationships with attorneys, accountants, enrolled agents, trust companies and others, allowing us to fulfill a myriad of obligations to our clients. These relationships allow us to approach the retirement planning process in a truly comprehensive and holistic way.
Our goal is to do what is best for you today and for your heirs in years to come.
Explore OUR retirement planning PROCESS
We offer advocacy and personal financial guidance for all stages of life.
Discovery
We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.
Strategy
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.
Implementation
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.
Monitoring
We monitor our client’s accounts on a regular basis to help make sure 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.
