Our Process

Free ConsulationStep 1 – Free Consultation

Schedule a free face-to-face consultation or phone call with one of our advisors to discuss your financial goals and concerns. During the first meeting, your advisor will answer as many of your questions as possible and determine how we can best help you. By the end of this meeting you and your advisor will both know whether it makes sense to work together and how much it will cost to employ our services, based on your situation. If your needs fall outside our scope of practice, we will be happy to introduce you to other experts who might better fit your needs.

1406811063_MB__calculatorStep 2 – Analysis

If we decide to work together, we will analyze your current investments and insurance to help you discover any potential improvements and align your overall strategy with your goals. If you are retired or plan to retire soon, we can help you determine your best strategies for maximizing retirement income throughout the rest of your life. If retirement is still well into the future for you, we can help you figure out what you can do now to prepare for a secure retirement when the time is right.

To help you get organized, we will help you set up your own secure Personal Financial Website. This powerful online planning platform will give you a clearer perspective so you can make more informed financial decisions going forward. For a preview of your Personal Financial Website, click here.

1406882973_f046Step 3 – Implementation

You could hire the best architect in the world to design your dream home, but if you never executed the architect’s plans, your home would never be more than a dream! After designing your “financial blueprint,” we will help you implement specific solutions to bring your plan to life. We are licensed for investment management, life insurance, and disability insurance, and will consult with other experts you may already employ for any additional services required, such as accountants, attorneys, auto and homeowners insurance agents, and employer-sponsored benefit providers.

attendaclassStep 4 – Monitoring Your Progress

After you have implemented your plan, we will keep in touch with you periodically to monitor your progress toward reaching your goals and make adjustments as necessary. We will also keep you informed about important updates on your investments and insurance, and provide you with opportunities to learn more about all aspects of prudent financial management.