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Comprehensive Financial Planning

Our approach to investment starts with the idea that it is crucial to understand a client’s complete financial situation before making investment recommendations so as to not duplicate other investments or take unnecessary risks. Our 9 step approach is designed to meet highly held industry standards for comprehensive financial planning.

  • Meet and Establish Client/Planner relationship
  • Identify objectives and goals of client
  • Gather data on income, expenses, investments, retirement plans, pensions, social security, college funds, life insurance and other savings
  • Analyze and evaluate results taking into consideration the impact taxes and inflation
  • Develop recommendations to help the client achieve their objectives
  • Communicate recommendations to client in a clear and concise format in an interactive meeting allowing the client to ask questions and express concerns
  • Implement the plan with the agreed upon strategies and investment products
  • Provide ongoing monitoring by meeting with the client to make adjustments as necessary or analyze progress toward meeting goals
  • Provide planning services with professional ethics and integrity within the regulatory standards of our occupation
Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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