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