Our Process
Our team brings its collective education and experience to each new client relationship. When our advisors meet with you, they direct their energy, passion, and knowledge toward the process of helping you succeed personally and financially.
Our team wants to know what's most important to you
- History and dynamics of your family
- Dreams and goals for your personal life and/or business
- Experience with investment planning
- Outlook on charitable and family gifting
- Comfortability for return and volatility
We'll provide a full-circle, deep-dive overview of your financial situation
- Income, assets, liabilities, and liquidity issues
- Insurance, taxes, and estate planning strategies
- Spending and forecasting cash flows
- Expenses portfolio and risks
- Benefit plans and incentive programs
Using our Planning Software, we seek to simplify your situation
- Retirement and balancing multiple goal scenarios
- Generating portfolio Income
- Optimal saving and spending levels
- Impact of market corrections or large expenses
- Inflation, longevity, and long-term care scenarios
We propose appropriate solutions and strategies after a thorough analysis by providing:
- Collaborated recommendations
- One-page executive summary and checklist of next actions
- We follow through on our commitments
- Holding our clients accountable
It's critical to focus on the long-term and make course corrections when necessary
- Reviewing progress toward achieving your goals
- Evaluating investments, results, risks, and opportunities
- Anticipating and adjusting to life events and transitions
- Seeking opportunities for tax-efficiency
Our ongoing client service model involves the following:
- Systematic client calls and meetings
- Check-ins, emails, and conference calls
- Enlightening and entertaining events
- Collaboration with your CPA and attorney
We always place your financial needs first
- Providing objective advice without the constraints of traditional advisors
- Client relationships are based on trust and clarity
- Complete fee transparency
- Clear expectations with you from the beginning
- Use plain language, not industry jargon, to ensure you understand how your wealth is managed
We have over 100 years of combined industry experience
- Dedicated team of licensed professionals
- Exceptional service with personal attention
- Specialized knowledge of the markets
We work with you every step of the way
- Offer personalized, informed strategies for your specific investment goals
- Our role is to serve, not sell
- We assist you in making thoughtful, intelligent decisions
- We advise you during complex life transitions
We leverage collaboration with professional experts
- Health care
- Estate and legal planning
- Taxes
- Insurance