Our Process
Through a four-step process, we consider your needs and goals as well as a variety of financial information to create a customized financial strategy. This process is ongoing. We’re always here to guide you and make necessary changes to your strategy as the years pass.
Step 1: Consultation
First, we’ll simply get to know you, your financial situation, and your needs. With our solid experience, knowledge, and dedication, you can be assured that we will understand your personal and business goals, and translate them into customized strategies.
Step 2: Analysis
Our professionals will take your financial information and conduct a thorough analysis of your current financial situation. In order to offer you truly comprehensive service, we use professionals who focus in life insurance, long term care insurance, 401(k) planning and health insurance. This allows us to find answers that are both effective and meaningful to you.
Step 3: Solutions
We understand that each person and each business is unique, and therefore faces distinct challenges. Your customized financial strategy will address the challenges that are most important to the success of your financial future.
Step 4: Monitor & Review
Our relationship doesn’t end with the implementation of your financial strategy. We will meet with you on a regular basis to review the plan and recommend changes as appropriate in light of changes in the investment markets, tax laws. We pride ourselves on this commitment, and look forward to strengthening our relationship with you over time.